Updating "Granny shots": +9 additions, -5 deletions

  • Granny Shots October Quarterly rebalance today
  • see below for adds and deletes

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37 GRANNY SHOTS: Adding 9 Stocks. YTD outperformance +362bp

Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative portfolios and is designed to identify long-term EPS growers. Since inception in 2019, Granny Shots has outperformed every year:

2019 +879bp2020 +3,0...

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