MOMO - Top Piotroski-Graham Long-Term Value Portfolio: New Mid-Year 2024 Selections

2024-06-30 10:33:32 ET

Summary

• The Piotroski-Graham enhanced value model has beaten the S&P 500 every year since 2018 while also generating positive annual returns.
• January Piotroski-Graham Long-Term Value Portfolio for 2023 has gained +91.7% in the current 2-year measurement with 6 months remaining.
• The July 2022 Piotroski portfolio is ending its 2-year measurement period up +35.9% while the current January 2024 Piotroski value portfolio is up +14.43% YTD.
• Two new mid-year selections are provided, as well as the top three prior selections from the January 2024 portfolio in this 2-year measurement study.
• Research shows these returns can be further enhanced by following the Momentum Gauge signals to avoid major market downturns.

Introduction

These value selections for the July 2024 long-term mid-year portfolio comprise the 26th portfolio since 2017 formed to test the long-term value approach of the Joseph Piotroski and Benjamin Graham's value algorithms that remain two of the best-performing value-based selection models in peer-reviewed financial research. The portfolios are now released 2 times per year, with the last 2 articles:...

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