Tag: NTRS

• 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

• 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,…

  Position Trader

  November 11, 2024

  Large Cap Stalwarts, Portfolio Update

  APH, BLK, finance, GRMN, investing, large cap, Large Cap Stalwarts, NTRS, personal-finance, PGR, PYPL, rcl, stock investments, stock-market, stocks, swing trading, SYF, ZBRA