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 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.
In 3Q21, we delivered stock picks that outperformed their benchmarks and major indexes and helped protect from blowups.
- Our large cap long/short strategy has beaten the Risk-Free Rate by 17% YTD.
- Our large cap short strategy has beaten the short S&P 500 by 12% YTD.
- Our large cap long strategy has beaten the S&P 500 by 5% YTD.
- The Focus List Long has outperformed the S&P 500 YTD (+57% vs. S&P +15%) and outperformed since inception.
- The Focus List Short has outperformed the S&P 500 as a short portfolio YTD (-1% vs. S&P +15%) and since inception.
- The Exec Comp Aligned with ROIC Model Portfolio outperformed the S&P 500 (+4.7% vs. S&P +1.8%) in 3Q21.
- The Safest Dividend Yields Model Portfolio has underperformed the S&P 500 on a price (+17.4% vs. S&P +18.0%) return basis YTD and outperformed on a total return (+20.3% vs. S&P +18.8%) basis YTD.
- The Dividend Growth Stocks Model Portfolio has underperformed the S&P 500 on a price (+10.3% vs. S&P +21.4%) and total return (+12.4% vs. S&P +22.6%) 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 10.2% annualized vs. just 8.2% for the S&P 500 and Russell 2000.
Click here to download a full breakdown of our Model Portfolios’ performance in 3Q21.
[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.