Quick Note: Just a short message to share a possible new tracking sheet format for the Disciplined Growth Portfolio (see below).
(data as of Friday, July 28th, market close)
As a reminder, this portfolio is focused on long-term capital appreciation. However, the strategy does NOT seek to be in the top 10% of performance, simply because that would mean taking on some of the highest levels of risk (something we’re not interested in doing, but you are welcome to customize and concentrate, using our ideas, to meet your needs).
Year-to-date, the strategy continues to outperform the S&P 500 by a wide margin (it’s also outperforming the Dow Jones and the tech-heavy Nasdaq).
Disciplined, goal-focused, long-term investing continues to be a winning strategy.