Beating the S&P 500 with Less Risk? Yes, It’s Possible.
My portfolio has returned +137.5% in the last 5 years, outpacing the S&P 500 — and I’ve done it with less volatility and a clear strategy.
🧠 Here’s why it works:
✅ Jensen’s Alpha: +4 → I don’t just follow the market, I outperform it.
✅ Beta: 0.76 → Lower volatility than the S&P 500.
✅ Treynor Ratio: 1.28 | Sortino Ratio: 1.06 → Risk is calculated, not accidental.
📊 What’s inside the portfolio?
Quality growth stocks like Microsoft, Meta, Amazon, TSMC
Strong defensive picks: Coca-Cola, McDonald's, Lockheed Martin
High-conviction value plays with upside potential
💸 22 out of 25 stocks pay dividends
📍 83% US exposure, globally diversified with Taiwan, Italy, Japan
📈 Sector weight: 32% Tech Hardware, 15% Software & Services, 10% Consumer
🧩 Built on a proven formula:
Inspired by the Magic Formula — I combine high return on capital + attractive valuations to stay ahead of the curve.
🔁 Looking for a portfolio that’s beating the market with discipline and transparency?
📥 Copy now and grow alongside a strategy that’s built to last.
💬 Drop a comment if you want insights into the stocks or strategy.
#eToro #SmartInvesting #MagicFormula #OutperformTheMarket #CopyTrading #SP500 #GrowthAndValue #TonyMusante #InvestWithConfidence
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