One new stock made January’s Exec Comp Aligned with ROIC Model Portfolio, available to members as of January 12, 2023.
Recap from December Picks
Our Exec Comp Aligned with ROIC Model Portfolio (-1.7%) underperformed the S&P 500 (+1.5%) from December 15, 2023 through January 10, 2024. The best performing stock in the portfolio was up 12%. Overall, 4 out of the 15 Exec Comp Aligned with ROIC Stocks outperformed the S&P from December 15, 2023 through January 10, 2023.
This report leverages our cutting-edge Robo-Analyst technology to deliver proven-superior[1] fundamental research and support more cost-effective fulfillment of the fiduciary duty of care.
This Model Portfolio includes stocks that earn an Attractive or Very Attractive rating and align executive compensation with improving ROIC. This combination provides a unique list of long ideas as the primary driver of shareholder value creation is return on invested capital (ROIC).
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