Summary
- An exploration of five unique long-term portfolio models that have outperformed the S&P 500 since 2018.
- Stock portfolio models offer advantages in diversification and outperforming in changing market conditions.
- Highlighting the importance of timing indicators and understanding macro/systemic market conditions for portfolio success.
- These five portfolios continue with compounded annual returns more than 3x the S&P 500 benchmark index since 2018.
- I am JD Henning. A Finance PhD and investment adviser with 30+ years trading and investing. I run Value & Momentum Breakouts where I identify breakout signals and breakdown warnings using technical and fundamental analysis. I run the investing group Value & Momentum Breakouts.
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