Above is the update of the RF Long Portfolio Model. This portfolio is designed for someone who is an investor, more or less, and is concentrated on value. Since my purchase/post date (link below is the initial post made in March) I would deserve the fees since my I beat both benchmarks rather "handsomely". These are the benchmarks that the pros must face, come "judgement day" aka the last day of the quarter...unfortunately, many will get the "boot". I will post an updated one this week, which holdings that I will sell and replace them in the model. There are atleast 6 names here that I will totally sell out of and replace at current market level prices.
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