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Flagship

Core 20

Our flagship 20-stock portfolio. Strong returns, smoother ride. The one we'd pick if we could only pick one.

14.7%
CAGR
+2.2%
Alpha
0.78
Sharpe
1.17
Sortino
-34.2%
Max Drawdown
0.94
Beta

Growth of $10,000

Core 20
S&P 500
Final Value
$198,681
Core 20
S&P 500 Value
$82,153
Benchmark
Outperformance
+141.8%
vs Benchmark
$7k$55k$103k$151k$199k200120062011201620212026
Year

Year-by-Year Returns

Annual returns vs S&P 500 TR. Green beats the benchmark, red trails it.

Core 20
S&P 500 TR
16
Years Beat Benchmark
8
Years Trailed
64%
Win Rate

Key Characteristics

  • 20 well-researched stocks across key sectors
  • Built by studying what the best stock pickers actually buy
  • Quarterly rebalancing to keep the portfolio fresh
  • Designed for strong returns with a smoother ride
  • Our flagship — the one we'd pick if we could only pick one

Current Holdings

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