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A. Stotz All Weather Alpha Focus – May 2022

By Andrew Stotz | Jun 16, 2022

All Weather Alpha Focus was 1.3% above the 60/40 portfolio in May. The war in Ukraine is going to continue to rattle markets, and we think World Energy and Commodities will do well, which is reflected in our 20% tilts. We expect the Indian stock market to remain strong.

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A. Stotz All Weather Strategy – May 2022

By Andrew Stotz | Jun 15, 2022

The All Weather Strategy underperformed a traditional 60/40 portfolio by 0.3% in May 2022. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.

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Sichuan Hebang Biotechnology – World Class Benchmarking

By Become a Better Investor | Jun 14, 2022

Sichuan Hebang Biotechnology Company Limited (603077 SH): Profitable Growth rank of 2 was up compared to the prior period’s 8th rank. This is World Class performance compared to 850 large Materials companies worldwide.

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Yang Ming Marine Transport – World Class Benchmarking

By Become a Better Investor | Jun 13, 2022

Yang Ming Marine Transport Corporation (2609 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 970 large Industrials companies worldwide.

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Shandong Hi-Speed Road & Bridge – World Class Benchmarking

By Become a Better Investor | Jun 10, 2022

Shandong Hi-Speed Road & Bridge Company Limited (000498 SZ): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 1,470 large Industrials companies worldwide.

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Kloeckner & Co – World Class Benchmarking

By Become a Better Investor | Jun 9, 2022

Kloeckner & Co SE (KCO GR): Profitable Growth rank of 1 was up compared to the prior period’s 10th rank. This is World Class performance compared to 1,470 large Industrials companies worldwide.

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Ingles Markets – World Class Benchmarking

By Become a Better Investor | Jun 8, 2022

Ingles Markets Incorporated (IMKTA US): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.

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Bayer – World Class Benchmarking

By Become a Better Investor | Jun 7, 2022

Bayer AG (BAYN GR): Profitable Growth rank of 1 was up compared to the prior period’s 10th rank. This is World Class performance compared to 380 large Health Care companies worldwide.

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BOE Technology Group – World Class Benchmarking

By Become a Better Investor | Jun 6, 2022

BOE Technology Group Company Limited (000725 SZ): Profitable Growth rank of 5 was up compared to the prior period’s 8th rank. This is average performance compared to 700 large Info Tech companies worldwide.

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Andersons – World Class Benchmarking

By Become a Better Investor | Jun 3, 2022

Andersons Incorporated (ANDE US): Profitable Growth rank of 4 was up compared to the prior period’s 10th rank. This is above average performance compared to 580 large Cons. Staples companies worldwide.

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