Model Portfolio Performance Update

The total beginning value below is the sum of each share at the price of purchase. The Model Portfolio launched on November 29, 2022.


Total Beginning Value        $12,880

Current Value                      $15,497

Return                                  16.9%

SPY                                      6%

QQQ                                    17.2%

The Model Portfolio is outperforming the "Market" (SP500) by 10.9%, while its returns nearly match those of QQQ.

The Model Portfolio contains many growth stocks. Growth stocks tend to be more volatile and move in extremes both up and down. As such, the returns could change quickly. I don't have any plans to add to the Model Portfolio for the time being.

Have a great week!


This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions.  I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product.  Any action you take upon the information you find on this website is strictly at your own risk.  This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me.  The views reflected in the commentary are subject to change at any time without notice.   I may or may not hold investments in the companies or securities discussed on this website.

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