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
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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