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.