Concentrated Portfolio – 25 Top-Rated Stocks

We have been writing about our stock rating system that has been live since the start of 2022. Last month, we introduced a concentrated basket of 25 of the highest rated names from the stock rating system. We noted that this concentrated basket has shown strong and consistent performance relative to the S&P 500 since 2001.

Through February, the concentrated portfolio has outperformed the S&P 500 by 0.9%. In Fig. 1, we show the members of the updated concentrated portfolio, along with their weights.

The video in this report is only accessible to members

Performance and Discussion

As mentioned earlier, our stock rating model has been live since the start of 2022. It evaluates each stock within the S&P 500 on 5 dimensions: value, quality, momentum, estimates and investment, to produce an overall rating. Since its launch in January 2022, the stock rating system’s top quintile of stocks has outperformed the S&P 500 by 10.2%.

Fig. 2 shows the performance for each of the 5 composite factors that make up the stock rating system (d...

Unlock this article with a FREE 30-Day Trial!

An FSI Pro, or FSI Macro subscription is required in order to access this content.

*Free trial available only on a monthly plan

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.

Already have an account? Sign In

Want to receive Regular Market Updates to your Inbox?

I am your default error :)