This S&P 1500 based stock model has been designed for stock investments held outside of tax-sheltered accounts, where tax on capital gains plays an important role in profitability. Stocks are held 367 days or more to take advantage of long term capital gain tax rates.
The long hold period dictates a minimum of 20 stocks to reduce variance of annual returns down to an acceptable level. In addition, only stocks from the Healthcare and Consumer Staples (defensive) sectors are purchased and held, giving the model further performance stability.
You can subscribe to the stock model "Stitts Defensive Sectors (Tax Smart)" for $30 per month, without paying any additional subscription cost to Portfolio123. For maximum benefit, please use the invitation code StockMarketStudent when signing up.
Go to => Stitts Defensive Sectors (Tax Smart) for further information