This is an update to our latest model portfolio report 33 Stocks for June 2017.
Below is a table showing the theoretical returns of our Core model portfolio strategies.
Since inception, the theoretical Long-Only Core model has outperformed the S&P 500 in 7 of the last 8 years, and the theoretical Long/Short Core model has outperformed the Barclay Equity Long/Short Index in 6 out of the last 8 years.
Theoretical return data does not assume the impact of costs such as execution fees, margin fees, slippage, the availability of stocks for short selling, or any other kind of cost.
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
Additional disclosure: here are limitations inherent in our theoretical model results, particularly with the fact that such results do not represent actual trading and they may not reflect the impact material economic and market factors might have had on our decision making if we were actually managing client money. We do our best to provide accurate information, but do not guarantee its accuracy.