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Out-performance continues

posted 12 Apr 2019, 15:58 by Ronald Bewley
At a time when there is a marked shift to investing in index funds, our model portfolio continues to perform above its benchmark - by 8.6% over the last 12 months! Is it luck? At 3.6% pa over nearly 5 years luck is still a component but with only top 100 stocks in the portfolio the out-performance has not been earned by taking high-risk bets on small and micro cap stocks. Read our take for the future in our Weekly that we just posted under the Market Updates tab.