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Performance Review 2018:

STARS & Select Model Portfolios 

2018 was a challenging year in the markets. The first part of the year saw a sustained bull market, sometimes irrespective of valuation or expectations changes, followed by a sustained decline to end the year as uncertainty mounted.

In this paper, CFRA reviews each of our STARS portfolios by region as well as the performance of a select number of model portfolios. We focus our analysis on analyst-driven portfolios and the CFRA-Stovall Seasonal Rotation Strategy (SRS) for the S&P 500 equal weighted index.

 

Download the 2018 CFRA performance review to learn more!

CFRA recently hosted a webinar and presented the results outlined in this paper. To view the webinar replay, click here.