The NLF Portfolio is a members-only portfolio where members receive access to our portfolio positioning as well as our regular updates when we modify the portfolio. When you join, you’ll see the funds and stocks that make up for portfolio, plus get to see how the positions have changed over time. Then, as we make moves (adding to positions, selling a position, adding a new stock to the portfolio), you will be notified.
Throughout 2020, the portfolio has been outperforming benchmarks both with returns as well as reduced volatility.
How is the NLF Portfolio performing?
As of Nov 11, 2020, the NLF Portfolio is up 29.66% year-to-date compared to a 11.4% gain in the S&P 500.
Here is a chart of our model portfolio with a $100,000 starting balance compared to the S&P 500 performance with $100,000 starting balance.
What about volatility?
The additional performance has not come with increased volatility. In fact, the NLF Portfolio has been less volatile as compared to the S&P 500 with a maximum drawdown of only -22.6% during the coronavirus crash vs. a -33.6% drawdown in the S&P 500.
While some volatility is natural in investing, our goal is to reduce volatility a bit in order to reduce the risk of an investor bailing on a long-term investing strategy. Studies show that even veteran investors can be rattled by extreme volatility and abandon well established plans for their investments.
What stocks are held in the portfolio?
At any given time, we hold anywhere from 5-15 individual positions in the portfolio including a handful of ETFs. The individual stocks are guided by our overall strategy for the portfolio. Our goals are to outperform the market slightly with reduced volatility.
Upon subscribing, you will gain access to the complete portfolio and see the positions within the portfolio.
Who should subscribe?
If you are looking to take your investing to another level, but still prefer to do your investing yourself, subscribing can be a great resource for you. Get access to the stocks we pick, learn the why behind these selections and modify your own portfolio accordingly. Our track record is one of beating the market without taking extraordinary risks. Subscribe and get access to our stock recommendations as well as the overall strategy that is delivering both superior raw returns and risk-adjusted returns.
How to subscribe
Subscribers get immediate access to all positions in the portfolio plus insights on strategy and alerts when we make changes to the portfolio. Come join a better way to build your own portfolio!
Get access today to all stocks and positions in the portfolio, plus enjoy regular portfolio updates.
Use our research and positioning as you consider how to build your own investing portfolio.