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 40 Most Attractive and 40 Most Dangerous stocks. These portfolios offer our clients multiple strategies to outperform in good and bad markets.

Get the best fundamental research

In 2018, we delivered stock picks that outperformed their benchmarks and major indexes and helped protect from blowups.

  • The Exec Comp Aligned with ROIC Model Portfolio underperformed on a price return basis in 2018 (-7.9% vs. S&P -6.1%).
  • The Safest Dividend Yields Model Portfolio outperformed on a total return basis in 2018 (-0.5% vs. S&P -4.2%).
  • The Dividend Growth Stocks Model Portfolio outperformed on a total return (-3.7% vs. S&P -4.8%) basis in 2018.[1]
  • Our small cap long strategy beat the Russell 2000 by 15% in 2018.
  • Our small cap long/short strategy beat the Risk-Free Rate by 14%.
  • Our large cap short strategy beat the short S&P 500 by 12%.

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 9% annualized vs. just 6% for the S&P 500 and Russell 2000.

Click here to download a full breakdown of our Model Portfolios’ performance in 2018.

[1] S&P 500 performance varies for each portfolio due to different publish dates and measurement periods. See the individual portfolio sections in the PDF for more details.

Leave a Reply

Your email address will not be published.