Category: Large Cap Stalwarts
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Up 29% – Large Cap Stalwarts Update – April 2025
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 29% since it went live in 2023. This is 14% ahead of its benchmark RSP. The Model Portfolio Large Cap Stalwarts was updated this weekend. No new Adds were made and Removals of 12…
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Up 32% – Large Cap Stalwarts Update – March 2025
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 32% since it went live in 2023. This is 11% ahead of its benchmark RSP. The Model Portfolio Large Cap Stalwarts was updated this weekend. No new Adds were made and Removals of 4…
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Up 46% – Large Cap Stalwarts Update – February 2025
The Model Portfolio Large Cap Stalwarts has surpassed its benchmark, the RSP, by 20% with a 46% increase since launch in 2023. Recently updated, it now includes 17 stocks after adding 9 and removing 10. Historically, it outperformed the RSP in 12 of the past 19 years tested.
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Up 43% – Large Cap Stalwarts Update – January 2025
The Large Cap Stalwarts Model Portfolio has outperformed its RSP benchmark by 22%, achieving a 43% gain since its 2023 launch. Recent updates included the addition of 7 stocks and removal of 8, bringing the total to 18. Historical backtests show consistent outperformance in most years, with significant gains achieved.
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Up 46% – Large Cap Stalwarts Update – December 2024
The Model Portfolio Large Cap Stalwarts has outperformed its RSP benchmark by 19%, with a 46% increase since its inception in 2023. Recent updates included the addition of five stocks and removal of six. The portfolio generally outperformed the RSP in 12 out of 19 backtested years, with notable successes.
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Up 46% – Large Cap Stalwarts Update – November 2024
The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 7 stocks were made and 6 Removals of stocks were made. All prices are as of 11/08/2024. A total of 18 stocks are in the Portfolio now. Add – APH, BLK, GRMN, NTRS, PGR, SYF, ZBRA Remove – CPT, DVA, EXPE, HCA,…
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Up 39% – Large Cap Stalwarts Update – October 2024
The Model Portfolio Large Cap Stalwarts received updates this weekend, with six new stocks added (CCL, CF, EXPE, IP, NTAP, PODD) and four removed (CHRW, HWM, STX, UHS), totaling 17 stocks. As of 10/15/2024, the portfolio has risen 39% since its 2023 inception, outperforming the S&P 500 Equal Weight ETF benchmark by 13%. Backtests show…
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Up 32% – Large Cap Stalwarts Update – September 2024
The Model Portfolio Large Cap Stalwarts updated, adding 6 stocks and removing 5. With a total of 15 stocks and outperformance over the RSP benchmark, it’s up 32% since 2023. The backtest outperformed the benchmark in 12 out of 19 years. For more details, refer to the live scorecard and consult financial professionals before making…
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Up 25% – Large Cap Stalwarts Update – August 2024
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Up 29% – Large Cap Stalwarts Update – July 2024
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Large Cap Stalwarts Update 6/14/2024 – Up 25%
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Large Cap Stalwarts Update 5/10/2024 – Up 25%
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Large Cap Stalwarts Update 4/12/2024 – Up 23%
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Large Cap Stalwarts Update 2/09/2024 – Outperformance continues
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Large Cap Stalwarts Update 1/10/2024 – Outperformance continues
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Large Cap Stalwarts Portfolio Update – 12/15/2023
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Model Portfolio Update 11/10/2023 – Large Cap Stalwarts
Model Portfolio Update – Large Cap Stalwarts
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Model Portfolio Update 10/13/2023 – Large Cap Stalwarts
Model Portfolio Update – Large Cap Stalwarts
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