SBOW - Top Piotroski-Graham Long-Term Value Portfolio: 2022 Returns +13.1% With New January 2023 Semi-Annual Selections

Summary

• The 1-year dividend adjusted returns for 2022 are +13.1% beating the S&P 500 by +32.54% and Nasdaq by +46.20% in the worst market since 2008.
• The past 5 value portfolios have returned: Jul 2022 +5.62%, Jan 2022 +7.77%, Jul 2021 +1.50%, Jan 2021 +78.44%, Jul 2020 +68.18% not including large dividends.
• A return to value investing is expected in 2023 and this enhanced model strongly outperforms even without applying the Momentum Gauges to avoid downturns.
• 7 of 10 of the January 2022 selections have positive total returns led by PBF +45.0%, ARLP +35.3%, PBR +24.2%, RE +6.9%.
• These value portfolios have outperformed the S&P 500 every year since the model's inception in 2017 and the 2-year weighted average portfolio returns are 51.88%.

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