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. These portfolios offer our clients multiple strategies to outperform in good and bad markets.

In 2Q21, we delivered stock picks that outperformed their benchmarks and major indexes and helped protect from blowups.

  • Our large cap long/short strategy beat the Risk-Free Rate by 15% YTD.
  • Our large cap short strategy beat the short S&P 500 by 12% YTD.
  • Our small cap long strategy beat the Russell 2000 by 6% YTD.
  • The Exec Comp Aligned with ROIC Model Portfolio underperformed the S&P 500 (+10.9% vs. S&P +14.9%) YTD.
  • The Safest Dividend Yields Model Portfolio outperformed the S&P 500 on a price (+14.9% vs. S&P +13.3%) and total return (+16.8% vs. S&P +13.7%) basis YTD.
  • The Dividend Growth Stocks Model Portfolio underperformed the S&P 500 on a price (+10.3% vs. S&P +16.7%) and total return (+11.6% vs. S&P +17.4%) 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 10.3% annualized vs. just 8.3% for the S&P 500 and Russell 2000.

Click here to download a full breakdown of our Model Portfolios’ performance in 2Q21.

[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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