Our Model Portfolios Outperform the Indexes
Every month, we release our updated Model Portfolios, Exec Comp Aligned With ROIC, Safest Dividend Yields, and the 40 Most Attractive and our 40 Most Dangerous stocks. These portfolios offer our clients multiple strategies to outperform in good and bad markets.
Through 2016, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups. As of December 31, 2016:
- The Exec Comp Aligned With ROIC Model Portfolio beat the S&P 500 by 13% in 2016
- The Safest Dividend Yields Model Portfolio beat the S&P 500 by 4% in 2016.
- Our large cap long strategy beat the S&P 500 by 6% since the beginning of 2016.
- Our large cap long/short strategy beat the Risk-Free Rate by 3% since the beginning of 2016.
These strategies (and others) have beaten their benchmarks by much more since the Most Attractive & Most Dangerous inception in January 2005. Since inception, our large and small cap long strategy has returned 10% annualized vs. just 6% for the S&P 500 and Russell 2000.