Perfectly Fine 5 Model Portfolio

The PF5 model portfolio has outperformed the S&P 500 Total Return index for six consecutive years (2018-2023), without owning a single FAANG or Magnificent 7 stock.

This concentrated model portfolio was designed, not as a complete portfolio, but as a solid core group of holdings, with a turnover limited to about once per year.  Every ten weeks, we review a modified universe of high quality stocks to identify those that look most attractive across several growth and valuation metrics.  This total return portfolio is designed to compete with the S&P 500 Total Return Index over time.  The portfolio will change no more than one position during each reevaluation. 

Interested in collaborating on a PF5 fund or ETF? Let us know.

Subscribers, find the PF5 portfolio here.

LATEST UPDATE June 14, 2024

Most recent trade... Subscribers only

Current Allocation... Subscribers only.

Relative performance (marked to market) vs. S&P 500 Total Return Index since initiation (8/4/2017)

This Portfolio Model   +229%

S&P 500 TR                   +147%

Current Allocation

87% Stock

13% Cash

Downloadable Content

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All content on this site is educational and is not investment advice. Please consult a financial advisor to determine the suitability of any investment decision. Past performance is no guarantee of future performance. For more information, see our terms here. Copyright © 2024, Drach Market Research. All rights reserved.
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