The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 6 stocks were made and Removals of 10 stocks were made. All prices are as of 08/09/2024. A total of 14 stocks are in the Portfolio now.
Add – CHRW, HCA, HWM, NEM, PKG, UHS
Remove – AMZN, BWA, GLW, GS, IRM, PAYC, TER, TROW, VST, WRK
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 25% since it went live in 2023. This is 7% 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.
BackTest – The Backtest for this Portfolio outperformed the RSP benchmark in 12 out of the 19 years tested. It underperformed in years 2008, 2009, 2011, 2013, 2018 and 2020. It was largely even with the benchmark in 2010. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2017 when it was up by 44%
Large Cap Stalwarts Portfolio Detail Here
Performance 12/31/2022 to 08/09/2024
Click here for the Live Scorecard
Backtests for the Five Model Portfolios
The Large Cap Stalwarts Model Portfolio continues to outperform its RSP benchmark by a healthy amount. The Portfolio is now up 25% since the beginning of 2023.
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