2024-04-16 20:22:45 ET
Summary
- CWS is an actively managed investment vehicle based on the Crossing Wall Street "Buy List."
- Despite five stocks out of 25 replaced earlier this year, CWS' portfolio still comprises expensive, high-quality companies with just average growth characteristics.
- While I am constructive on CWS, its past performance is hardly persuasive, as the ETF has been chronically lagging IVV since inception, with rare bright spots.
- So today, I am once again struggling to find a reason convincing enough to upgrade CWS to a Buy.
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For further details see:
CWS: The Strategy Still Lags The Market