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[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 June 3, 2022, we added:
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