Our proven-superior research[1] earned us #1 All-Time plus seven other #1 rankings – again – on SumZero for August 2023. #1 All-Time means our stock picks beat all other competitors on all measures.
Since May 2021, our stock picks have ranked #1 in multiple categories. Over two years of superior stock picking is no small feat, especially across so many categories:
- #1 in Long
- #1 in Value
- #1 in North America
- #1 in Large Cap
- #1 in Consumer Discretionary
- #1 in Industrials
- #1 in Consumer Staples
- #2 in Energy
- #3 in Western Europe
- #5 in Healthcare
- #6 in Materials
- #7 in Micro Cap
Our SumZero stock picks come from our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolios, which feature our best stock picks.
From January 2021 to the end of 2022, the Focus List Stocks: Long Model Portfolio has outperformed the S&P 500[2] by 39%, and the Focus List Stocks: Short Model Portfolio has outperformed shorting the S&P 500 by 39%.
Get the latest Focus List Stocks: Long here and Focus List Stocks: Short here. For real-time tracking of these portfolios, see the index created for the Focus List Stocks: Short here and the Focus List Stocks: Long here.
Professional members get updates to the Focus Lists in real time and get our research before syndication to SumZero and other platforms.
SumZero is an exclusive buy-side community with over 16,000 pre-screened professional portfolio managers that compete for these rankings.
Figure 1: Performance of Select Long Ideas on SumZero – Through 8/3/23*
| Company | Ticker | Publish Date | Outperformance Vs. S&P 500 |
| MasTec Inc. | MTZ | 6/10/20 | 173% |
| HCA Healthcare | HCA | 6/22/20 | 133% |
| D.R. Horton | DHI | 4/27/20 | 108% |
| NVR Inc. | NVR | 4/17/17 | 100% |
| AutoZone Inc. | AZO | 11/4/20 | 86% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
Figure 2: Performance of Select Danger Zone Picks on SumZero – Through 8/3/23*
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Lyft Inc. | LYFT | 3/12/19 | 146% |
| Peloton Interactive | PTON | 9/21/20 | 126% |
| Eventbrite | EB | 9/24/18 | 125% |
| Beyond Meat | BYND | 9/2/20 | 118% |
| Carvana | CVNA | 8/26/20 | 104% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
This article was originally published on August 3, 2023.
Disclosure: David Trainer, Kyle Guske II, Hakan Salt, and Italo Mendonça receive no compensation to write about any specific stock, style, or theme.
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[1] The Journal of Financial Economics features the superiority of our Core Earnings in Core Earnings: New Data & Evidence.
[2] 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 more of an apples-to-apples comparison of how each stock performed vs. the S&P 500.