- 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 62-month test period is 36.07%.
- 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 17 beat or meet their 2020 fourth-quarter earnings estimates, and six missed the earnings estimate, a good quarter.
- The portfolio of good company businesses is performing 1.29% better than the Dow average year to date of 1.07%, for a total portfolio gain of 2.36%.
For further details see:
The Good Business Portfolio: 2020 4th Quarter Earnings And Performance Review