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 2Q23, we delivered stock picks that outperformed their benchmarks and major indexes and helped protect from blowups.

  • Our large cap short strategy beat shorting the S&P 500 by 14%.
  • Our large cap long/short strategy beat the Risk-Free Rate by 9%.
  • Our large and small cap short strategy beat shorting the S&P 500 and Russell 2000 by 5%.
  • The Focus List Stocks: Long underperformed the S&P 500 by 2.2% (+5.0% vs. S&P +7.2%).
  • The Focus List Stocks: Short underperformed shorting the S&P 500 by 5.2% (-13.4% vs. short S&P -8.2%).
  • The Exec Comp Aligned with ROIC Model Portfolio outperformed the S&P 500 by 3.8% (+12.7% vs. S&P +8.9%).
  • The Safest Dividend Yields Model Portfolio underperformed the S&P 500 by 2.6% on a total return basis (+7.6% vs. S&P +10.2%).
  • The Dividend Growth Stocks Model Portfolio performed in line with the S&P 500 on a total return basis (+10.1% vs. S&P +10.1%).[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 8.8% annualized vs. just 6.9% for the S&P 500 and Russell 2000.

Click here to download a full breakdown of our Model Portfolios’ performance through 2Q23.

[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.