Our Model Portfolio Performance Vs. The Indexes

Every month, we release our updated Model Portfolios, Exec Comp Aligned with ROIC, Safest Dividend Yields, Dividend Growth Stocks, and the 40 Most Attractive and 40 Most Dangerous stocks. These portfolios offer our clients multiple strategies to outperform in good and bad markets.

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In 1Q19, we delivered stock picks that outperformed their benchmarks and major indexes and helped protect from blowups.

  • The Exec Comp Aligned with ROIC Model Portfolio (+14.5%) outperformed the S&P 500 (+11.2%) in 1Q19.
  • The Safest Dividend Yields Model Portfolio (+5.0% total return) underperformed the S&P 500 (+10.5% total return) on a total return basis in 1Q19.
  • The Dividend Growth Model Portfolio (+12.8% total return) outperformed the S&P 500 (+10.1% total return) on a price and total return basis in 1Q19.[1]
  • Our small cap short strategy beat the short Russell 2000 by 6% in 1Q19.
  • Our small cap long/short strategy beat the Risk-Free Rate by 4% in 1Q19.
  • Our large cap long strategy beat the S&P 500 by 4% in 1Q19.

These strategies (and others) have also beaten their benchmarks since the Most Attractive & Most Dangerous inception in January 2005. Since inception, our large and small cap long strategy has returned 10% annualized vs. just 7% for the S&P 500 and Russell 2000.

Click here to download a full breakdown of our Model Portfolios’ performance in 1Q19.

[1] S&P 500 performance varies for each portfolio due to different publish dates and measurement periods. See the individual portfolio sections below for more details.

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