Our original goal in tracking performance of the Focus List Stocks (Long and Short) Model Portfolios was to show the return that a client would achieve with an equal-weighted investment in each stock on the day it was added to the Focus List. However, our time-weighted methodology failed to properly capture the impact of tickers removed from the Focus List. To correct this oversight, we’re updating the performance methodology of our Focus List Model Portfolios.
Each Model Portfolio will be treated as a live equal-weighted portfolio, where each stock on the list gets $1 of investment when added to the Focus List. This “investment” will be tracked to the return on the stock over the course of its time in the Focus List. When a stock is removed from the Focus List, its return (or loss) will be fixed in terms of its contribution to the overall return of the portfolio.
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