Tag: MS

• 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.

  Position Trader

  February 18, 2025

  Large Cap Stalwarts, Portfolio Update

  APH, C, finance, FOX, GS, investing, JPM, large cap, Large Cap Stalwarts, MS, NTRS, personal-finance, rcl, stock investments, stock-market, stocks, swing trading, SYF, WFC

• Large Cap Stalwarts Update 5/10/2024 – Up 25%

  

  Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues

  Position Trader

  May 13, 2024

  Large Cap Stalwarts, Portfolio Update

  ACGL, BRO, CHRW, googl, GRMN, HAS, HWM, large cap, Large Cap Stalwarts, MS, PHM, rcl, STLD, stock investments, stock-market, swing trading, vmc, WAB