Earlier this week we removed two names from our Bespoke Model Stock Portfolio and added one new name. Below is a snapshot of our Model Stock Portfolio (with the tickers removed) so you can see how it’s laid out for subscribers (Newsletter, Premium and Institutional subscribers all have access). As you’ll see at the bottom of the snapshot, the Portfolio is up 16.2% year-to-date compared to a gain of 1.6% for the S&P 500. Since inception in May 2007, our Model Stock Portfolio is up 88.4% compared to the S&P 500’s gain of 37.7%.
To see the stocks that make up Bespoke’s Model Stock Portfolio, sign up for a 5-day free trial to one of the three membership options at our Subscribe page. If you’re not a do-it-yourself investor and are thinking about switching advisors, be sure to read more about Bespoke’s Wealth Management services.