📊 Portfolio Nears Two-Year Mark @Cutting-Edge
As the strategy approaches its two-year milestone, five-year results show a 22% total return. The performance reflects a defensive stance that protected capital in volatile periods but lagged during an unusually long bull market. With a beta of 0.64, the portfolio captured roughly two-thirds of the market’s upside while avoiding a similar share of losses — a trade-off designed for resilience rather than momentum chasing.
📈Performance Drivers:
Gains were broad-based, led by SEI Investments, Armstrong World Industries, and Mastercard, each contributing around 3–4%. On the downside, MSC Industrial Direct and Kforce weighed on results amid weaker industrial demand and cautious corporate spending.
🔍Sector & Factor Insights:
Stock selection added value in most areas, particularly Consumer Discretionary and Financials, while Industrials lagged. A tilt toward mid-caps helped diversification, but the underweight to mega-caps and preference for low-volatility stocks cost about 9% in relative return as large-cap tech dominated.
⚖️Risk & Positioning:
Volatility stayed contained at 14%, below the benchmark’s 16%, with controlled drawdowns and steady recovery. The portfolio remains positioned for balance - favoring quality and mid-cap exposure as markets shift toward more normalized conditions.
📊 Poll: What’s your portfolio style?... Show More
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Sat Feb 14 2026 16:47:07 GMT+0000 (Coordinated Universal Time)
