Top Piotroski-Graham Long-Term Value Portfolio: 2022 Returns +13.1% With New January 2023 Semi-Annual Selections

Jan. 01, 2023 7:02 AM ETALLY, AMSYF, HMC, HNDAF, MT, RFP, RFP:CA, SBOW, SP500, SPY, TPH, X12 Comments

Summary

  • The 1-year dividend adjusted returns for 2022 are +13.1% beating the S&P 500 by +32.54% and Nasdaq by +46.20% in the worst market since 2008.
  • The past 5 value portfolios have returned: Jul 2022 +5.62%, Jan 2022 +7.77%, Jul 2021 +1.50%, Jan 2021 +78.44%, Jul 2020 +68.18% not including large dividends.
  • A return to value investing is expected in 2023 and this enhanced model strongly outperforms even without applying the Momentum Gauges to avoid downturns.
  • 7 of 10 of the January 2022 selections have positive total returns led by PBF +45.0%, ARLP +35.3%, PBR +24.2%, RE +6.9%.
  • These value portfolios have outperformed the S&P 500 every year since the model's inception in 2017 and the 2-year weighted average portfolio returns are 51.88%.
  • This idea was discussed in more depth with members of my private investing community, Value & Momentum Breakouts. Learn More »

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Introduction

These selections continue as ongoing tests of value algorithms using two of the best fundamental value models in peer-reviewed financial literature with additional customized enhancements. The full 2023 schedule of portfolio selections, research analysis, and the 2023 forecast

Benjamin Graham and Joseph Piotroski

Public Domain

Index Returns

FinViz.com

Piotroski-Graham portfolio returns

VMBreakouts.com

January Portfolio with S&P 500 benchmark

StockRover.com

Stock Screen

UncleStock.com

Stock Rover scores

StockRover.com

ALLY - Ally Financial Inc. - Stock Price Chart

FinViz.com

ALLY stock rover data

StockRover.com

HMC - Honda Motor Co., Ltd. - Stock Price Chart

FinViz.com

HMC stock rover report

StockRover.com

SBOW - SilverBow Resources, Inc. - Stock Price Chart

FinViz.com

SBOW stock rover report

StockRover.com

Stock Screen

Uncle Stock

July Portfolio YTD

StockRover.com

SPY chart

VMBreakouts.com FinViz.com

Piotroski measurement table

Amor-Tapia & Tascon, 2016

Graham number

Benjamin Graham



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This article was written by

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Revealing the best financial models targeting double digit success

Welcome! I am a Finance PhD, MBA, investment adviser, fraud examiner and certified anti-money laundering specialist with more than 30 years trading and investing stocks and other securities. I'm the founder of Value & Momentum Breakouts.

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I'm JD Henning, the founder of Value & Momentum Breakouts. I've spent decades studying how to get better returns in the market. I've earned degrees researching markets, and even more importantly, I've spent the time myself as a trader and investor.  I am one of those unusual multi-millionaire, PhD's in finance, former Coast Guard officer with a bunch of certifications ranging from anti-money laundering specialist, investment adviser, to fraud examiner...  who genuinely enjoys helping others do well in the markets.  I'm bringing the fruits of my experience and research to this service.  I am highly accessible to members to answer questions and give guidance.  

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It's been quite the start of the year for investors. My guess is, after a decade of good times in the market, you’re here looking for some guidance in how to navigate these volatile markets and the uncertainty of the coronavirus and inflationary conditions. You’re in the right place. For the past 5 years I’ve made my trading systems public and helped hundreds of my subscribers navigate and profit from every market downturn and breakout - including the coronavirus crash last year.



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Value & Momentum Breakouts doesn't stop with the Momentum Gauges® and the Bull/Bear ETF strategy. The service is designed for investors who appreciate having easy access to quick picks from many top quantitative financial models across different types of investing strategies.  Portfolios and selections cover all types of investments:

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I continue to follow the Market Momentum Gauge® and Sector Momentum Gauge® signals. Readers are highly encouraged to consider your own optimal asset allocation strategies to diversify risks and enhance returns. I have been mostly in cash since February with many weeks of negative Momentum Gauge signals. My current trading continues in ETFs and I adjust my exposure ahead of weekends and holidays to minimize the risk from high volatility 3x funds that may not be appropriate investments for your portfolio.

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