Our Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 11% in 2022 and by 35% in 2021. Details on the historical performance of all our Model Portfolios can be found here. For real-time tracking of this Model Portfolio, see the index Thematic created for it.
This Model Portfolio contains the best of our Long Ideas and leverages superior fundamental data[1], which provides a new source of alpha. This Model Portfolio is designed for investors who are focused on long-term capital appreciation.
As of April 27, 2023, we added:
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