In 1995, the Nightly Business Report asked several of their Market Monitors to produce model portfolios to be included on their new site. Over time, only one was successful enough to continue until NBR was taken over by CNBC and their site overhauled: Robert F. Drach's Basic Timing Portfolio. More than 25 years later, the Basic Timing model portfolio continues with its goal of competing with the S&P 500 and producing high win ratios, all while being free and accessible to the public.
More recently, we sought to build a base portfolio of holdings for those times that our most active strategies were on the sidelines. Rather than reach for stocks that stand out via select metrics, we cast a large net for high-quality stocks that are performing well across a variety of fundamental metrics, while trading at reasonable valuations. Hence the origin of the "Perfectly Fine Five" portfolio.