Recap from April Picks
The Exec Comp Aligned with ROIC Model Portfolio (-1.6%) underperformed the S&P 500 (+0.1%) from April 14, 2023 through May 10, 2023. The best performing stock in the portfolio was up 14%. Overall, six out of the 15 Exec Comp Aligned with ROIC Stocks outperformed the S&P from April 14, 2023 through May 10, 2023.
This Model Portfolio only includes stocks that earn an attractive or very attractive rating and align executive compensation with improving ROIC. I think this combination provides a uniquely well-screened list of long ideas because return on invested capital (ROIC) is the primary driver of shareholder value creation.
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