- 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 59-month test period is 30.44%.
- The objective of the portfolio 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 or meet their 2020 third-quarter earnings estimates, and one missed the earnings estimate, a great quarter.
- The portfolio of good company businesses is performing 1.11% better than the Dow average year to date of 3.30%, for a total portfolio gain of 4.41%.
For further details see:
The Good Business Portfolio: 2020 3rd Quarter Earnings And Performance Review