Porfolio Armor

In our previous post (One Month Later), I contrasted the performance of our top ten names selected using our factors (including the new one added last month), and the “plain” version using no factors.

Here’s another performance comparison of the two.

These were our top ten names (with factors) as of July 15th.

Screen capture via Portfolio Armor on 7/15/2022.

And here’s how that top ten had performed as Wednesday’s close.

And here’s the performance of our top ten from July 15th selected without using factors:

The top ten without factors was up 9.33%, on average, versus up 4.13% for SPY, while the top ten with factors was up 14.16%, on average.