Our ‘Focus List Stocks: Long’ Model Portfolio outperformed the S&P 500 by 2% in 1Q22 and by 35% in 2021. Details on the historical performance of the Focus List Stocks: Long Model Portfolio, and all our Model Portfolios, can be found here.
This Model Portfolio contains the “best of the best” of our Long Ideas, and leverages superior fundamental data, which provides a new source of alpha. This Model Portfolio is designed for investors who are focused on long-term capital appreciation.
As of May 4, 2022, we added: