TT - The Good Business Portfolio: 2021 Second Quarter Earnings And Performance Review
- The 23 businesses comprise 99% of the portfolio with the other 1% in cash, and the average total return over the Dow average for the 68-month test period is 56.91%.
- The portfolio's objective is to create a balanced portfolio that is not income, not dividend growth, not bottom fishing, not value but balanced among all styles of investing.
- Of the 23 companies in the portfolio, earnings of 22 beat their 2021 second-quarter earnings estimates, and one missed the earnings estimate, a great quarter.
- The portfolio of good company businesses is performing 0.07% better than the Dow average year to date of 16.04%, for a total portfolio gain of 16.11%.
For further details see:
The Good Business Portfolio: 2021 Second Quarter Earnings And Performance Review