Summary
- The article presents five unique long-term portfolio models that have consistently outperformed the S&P 500 since 2018.
- The 2024 Piotroski-Graham value portfolio and Growth & Dividend portfolio have seen large inflows and positive returns in the first four days of the year.
- Stock portfolio models offer diversification and the ability to optimize individual risks/returns and timing is crucial as winning stocks and sectors change frequently.
- For a 2nd consecutive year, the annual Piotroski-Graham value picks delivered the best returns of the long-term models in 2023 of +47.40% and +52.40% with dividend-adjusted returns.
- Research shows that returns could be further enhanced by following the Momentum Gauge signals to avoid major downturns.
- 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.
