Our Model Portfolio Performance Vs. The Indexes

Every month, we release our updated Model Portfolios – Exec Comp Aligned with ROICSafest Dividend YieldsDividend Growth Stocks, and the Most Attractive and Most Dangerous stocks. We also publish the Focus List Stocks: Long and Short. These portfolios offer our clients multiple strategies to outperform in good and bad markets.

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In 1Q22, we delivered stock picks that outperformed their benchmarks and major indexes and helped protect from blowups.

  • Our small cap short strategy beat the short Russell 2000 by 10% YTD.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 5%.
  • The Focus List Stocks: Long outperformed the S&P 500 YTD (-2.4% vs. S&P -4.0%).
  • The Focus List Stocks: Short outperformed as a short vs. the S&P 500 YTD (-18.5% vs. S&P -4.4%) and since inception.
  • As a long/short portfolio, our Focus Lists outperformed the S&P 500 by 15.7% YTD.
  • The Dividend Growth Stocks Model Portfolio outperformed the S&P 500 on a price return (-0.5% vs. S&P -0.8%) basis and on a total return (0.0% vs. S&P -0.5%) basis YTD.[1]

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 9.5% annualized vs. just 7.7% for the S&P 500 and Russell 2000.

Click here to download a full breakdown of our Model Portfolios’ performance through 1Q22.

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

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