The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 7 stocks were made and Removals of 7 stocks were made. All prices are as of 06/14/2024. A total of 20 stocks are in the Portfolio now.
Add – BWA, CEG, DD, GS, VST, WRK, ZBRA
Remove – ACGL, CHRW, NTAP, NTRS, PGR, STLD, TROW
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP. It is now up 25% since it went live in 2023. This is 9% ahead of its benchmark RSP.
The Model Portfolio is made up of 10 to 20 stocks. First, the software checks if the large cap stocks are listed in the S&P 500 index. Then, it analyzes the most recent earnings data to identify positive trends such as upside, surprises, magnitude, and consensus metrics.
See the Large Cap Stalwarts Portfolio Detail Here
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Performance 12/31/2022 to 06/14/2024
Backtests for the Five Model Portfolios
The Large Cap Stalwarts Model Portfolio continues to outperform its RSP benchmark by a healthy amount. Just like the RSP index has gone sideways since the end of February 2024 to Portfolio has too. During this time period maintaining a 7 to 9% lead over the index from the beginning of 2023.
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