Since inception on 11/03/17, our Focus List Stocks: Short has outperformed the S&P 500 by 21.9% as a short portfolio (down 20.4% while the S&P 500 is up 1.5%).
Our Focus List is an equal-weighted Model Portfolio of our best Danger Zone picks and is designed for investors who are looking to protect their portfolio from blowups or to short stocks. 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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