Helping investors avoid the worst stocks in the market adds unique value because most stock research is biased toward bullishness due to the deep conflicts of interests in Wall Street research.
Our honest approach to research paid off huge for clients in 2021.
Our Focus List Stocks: Short Model Portfolio, the best-of-the-best of our Danger Zone picks, outperformed the S&P 500 by 36% in 2021, falling 16% in 2021 compared to an average return of +20% for the S&P 500.
Figure 1: Focus List Stocks: Short Performance in 2021
Sources: New Constructs, LLCClick to buy the most recent version of this Model Portfolio below.
Pro-and-higher members get real-time updates and can track all of our Model Portfolios. The Focus List Stocks: Short Model Portfolio contains the “best of the best” of our Danger Zone picks, and leverages superior fundamental data, which provides a new source of alpha.
We’re here to help navigate these turbulent times. Our uniquely rigorous fundamental research consistently earns SumZero’s #1 All-Time ranking, along with #1 rankings in several other categories.
Investors deserve reliable fundamental research, more than ever, to protect their portfolios from overvalued stocks and falling knives.
This article originally published on March 8, 2022.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.
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 Stocks are in the Focus List Model Portfolios for different periods of time as we open and close positions during the year. When measuring outperformance of the Focus List Model Portfolios, we compare each stock’s return to the S&P 500’s return for the time each is in the Focus List Model Portfolios. This approach provides more of an apples-to-apples comparison of how each stock performed vs. the S&P 500.
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