Our Focus List Stocks: Short Model Portfolio outperformed shorting the S&P 500 by 27% in 2022 through 3Q22 and 36% in 2021. Details on the historical performance of the Focus List Stocks: Short Model Portfolio, and all our Model Portfolios, can be found here.
This 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. This Model Portfolio is designed for fiduciaries looking to better fulfill their duty of care, as well as investors looking to short stocks.
As of November 30, 2022, we added: