Model Portfolios

Top 20

The Top 20 model represents our 20 best long ideas in U.S. equities The goal is to beat the broad market, as represented by the S&P 500. Names in the portfolio are diversified by sector.

Model record

$100,000.00 invested on 5/26/2008

Vs. S&P 500 Index

This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.

In terms of style, this model is multicap and core. The holdings range from Small-Cap to Large-Cap. The holdings have both "Growth" and "Value" attributes.

This portfolio will be fully invested (10% maximum cash) at all times and uses no leverage. Position sizes will generally not exceed 10%. New additions will generally not be less than 3% of the portfolio. Tax-efficiency is not a primary goal of this model.

Where this appeared

/Model/Top_20/ — figures as printed on 5/7/2011
Letter T of the A–Z index
All 27 terms

Quoted from /Model/Top_20/ as published between 2008 and 2011. Return to the front page