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.
- Looking for more investing ideas like this one? Get them exclusively at Value & Momentum Breakouts. Learn More »
Introduction
This article explores five unique long-term portfolio models with valuable concepts pulled from published financial literature that have continued to outperform the S&P 500 since 2018. At the risk of revealing many years of research and enhancements, I will share some key insights about these financial models for your benefit. Some portfolio selections for 2024 will be available in the sequel to this article at the end of December – Part 2: New 2024 Selections for the V&M Long-Term Portfolios.
This article was written by
JD Henning is a Finance PhD, MBA, investment adviser, fraud examiner and certified anti-money laundering specialist with more than 30 years trading and investing stocks and other securities. JD runs Value & Momentum Breakouts where he identifies identify breakout signals and breakdown warnings using technical and fundamental analysis. Signals from his proprietary Momentum Gauges® not only alert subscribers of market changes, but the strength of markets for short term breakouts or breakdown warnings across 11 different sectors. Top stock and ETF selections use technical and fundamental systems in proven financial studies. Value & Momentum Breakouts is the place to build your own optimal portfolio mix with a community of like-minded investors and traders. Features include a Premium Portfolio, bull/bear ETF strategy, morning updates and an active chat room. Learn more.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
