Our Focus List Stocks: Long Model Portfolio[1], the best of our Long Ideas, has beaten the S&P 500 by 15% from the start of 2021 through 2024. See Figure 1. This outperformance underscores how important trustworthy research is.
Figure 1: Focus List Stocks: Long Performance Since Beginning of 2021
Sources: New Constructs, LLC
In 2024, the Model Portfolio rose 6% compared to 20% for the S&P 500 and underperformed by 13.4%. See Figure 2.
Figure 2: Focus List Stocks: Long vs. S&P 500 in 2024
Sources: New Constructs, LLC
Figure 3 details the Model Portfolio’s performance, which includes all stocks present in the Model Portfolio at any point in 2024.
Figure 3: 2024 Performance of the Focus List Stocks: Long Model Portfolio
Sources: New Constructs, LLC
Performance includes stocks in the Model Portfolio in 2024 as well as those removed during the same time (13 stocks).
Professional and Institutional members get real-time updates and can track all Model Portfolios on our site. The Focus List Stocks: Long Model Portfolio leverages superior fundamental data, which provides a new source of alpha.
We’re here to help you navigate these turbulent times. Our uniquely rigorous fundamental research consistently earns #1 rankings in several categories on SumZero.
This article was originally published on January 9, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, sector, style, or theme.
Questions on this report or others? Join our online community and connect with us directly.
[1] Stocks are in the Focus List Model Portfolios for different periods of time as we open and close positions during the year. When measuring outperformance of the Focus List Model Portfolios, we compare each stock’s return to the S&P 500’s return for the time each is in the Focus List Model Portfolios. This approach provides an apples-to-apples comparison of how each stock performed vs. the S&P 500.