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 3Q22, 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 8%.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 2%.
  • The Focus List Stocks: Long outperformed the S&P 500 by 4.6% (-17.7% vs. S&P -22.3%).
  • The Focus List Stocks: Short outperformed by 27.0% as a short vs. shorting the S&P 500 (-48.9% vs. S&P -21.9%).
  • As a long/short portfolio, our Focus Lists outperformed the S&P 500 by 31.6%.
  • The Exec Comp Aligned with ROIC Model Portfolio underperformed the S&P 500 by 0.3% (-23.3% vs. S&P -23.0%).
  • The Safest Dividend Yields Model Portfolio underperformed the S&P 500 by 1.1% on a total return basis (-17.3% vs. S&P -16.2%).
  • The Dividend Growth Stocks Model Portfolio outperformed the S&P 500 by 5.4% on a total return basis (-5.5% vs. S&P -10.9%).[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 8.3% annualized vs. just 6.6% for the S&P 500 and Russell 2000.

Click here to download a full breakdown of our Model Portfolios’ performance through 3Q22.

[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.