Outperformance and 10 Changes for the Model Shadow Stock Portfolio

The model portfolio’s quarterly review results in five deletions and five additions.

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• The Model Shadow Stock Portfolio’s one-year return more than doubles the gains of the broad market and significantly exceeds the small-cap benchmark

• The quarterly review process involves examining the size and value criteria used for making changes

• New stock deletions and additions are based on valuation and market-cap limits, negative earnings, and one acquisition