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.

Learn more about the best fundamental research

In 2Q22, 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 15%.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 8%.
  • Our large cap short strategy beat the short S&P 500 by 2%.
  • The Focus List Stocks: Long outperformed the S&P 500 by 4.7% (-14.2% vs. S&P -18.9%).
  • The Focus List Stocks: Short outperformed by 30.5% as a short vs. the S&P 500 (-50.0% vs. S&P -19.5%).
  • As a long/short portfolio, our Focus Lists outperformed the S&P 500 by 35.2%.
  • The Exec Comp Aligned with ROIC Model Portfolio underperformed the S&P 500 by 3.2% (-21.8% vs. S&P -18.6%).
  • The Safest Dividend Yields Model Portfolio outperformed the S&P 500 by 0.3% on a total return (-8.6% vs. S&P -8.9%) basis.
  • The Dividend Growth Stocks Model Portfolio outperformed the S&P 500 by 3.3% on a total return (-1.9% vs. S&P -5.2%) basis.[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 8.5% annualized vs. just 6.8% for the S&P 500 and Russell 2000.

Click here to download a full breakdown of our Model Portfolios’ performance through 2Q22.

[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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