Since inception on 11/3/17, our Focus List Stocks: Long has underperformed the S&P 500 by 9.4% as a long portfolio (up 3.9% while the S&P 500 is up 13.2%).
Our Focus List Stocks: Long is an equal-weighted Model Portfolio of our best Long Ideas and is designed for investors who are focused on long-term capital appreciation. We choose the stocks for this Model Portfolio based on our Robo-Analyst’s[1] assessment of a firm’s true return on invested capital (ROIC)[2], core earnings, and economic earnings as well as qualitative insights from our analyst team. As always, we leverage our superior measure of core earnings based on our “novel dataset” of footnotes disclosures, as demonstrated in the Harvard Business School and MIT Sloan paper, “Core Earnings: New Data and Evidence.”
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