The SellSmart BoB portfolio has delivered significantly higher returns compared to the S&P 500. Even when compared to the Buy & Hold strategy, the BoB portfolio’s growth trajectory is notably steeper, highlighting its strong outperformance.
Opinion
Strict stock selection and timely replacements appear to be key factors in generating high alpha (excess returns). However, as market conditions evolve, the strategy may need to adapt, making continuous monitoring essential.
Core Sell Point
While past data can provide valuable insights, it is important to choose a customized strategy that aligns with your investment goals and risk tolerance.
Hello, this is CORE16. Our SellSmart® Best of Breed (BoB) portfolio has been delivering outstanding performance, significantly outpacing both the S&P 500 index and our internally managed CORE16 Stock 21 Series Buy & Hold strategy.
The SellSmart Best of Breed (BoB) portfolio is designed to adapt swiftly to market trends, selecting the most attractive stocks based on a comprehensive analysis of price momentum, trading volume shifts, and financial stability. Using 2020 as the baseline (100), BoB has surged to a level of 655, demonstrating remarkable growth.
The CORE16 Stock 21 Series Buy & Hold strategy, which focuses on market capitalization, industry leadership, and innovation, has steadily climbed to 310, maintaining a solid upward trend. However, its more conservative approach results in a smoother and less aggressive growth curve compared to BoB.
Meanwhile, the S&P 500 index, the global stock market benchmark, currently stands at approximately 172. Although it has maintained a steady upward trajectory, reflecting the gradual recovery of the U.S. economy, its gains remain significantly lower compared to the SellSmart BoB strategy.
The outperformance of the Best of Breed strategy can be attributed to its rigorous stock selection process, continuous portfolio adjustments based on market conditions, and proactive risk management. However, as with any strategy, past performance does not guarantee future success. Investors should align their investment decisions with their risk tolerance and the prevailing market environment.
