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Q1 2023 Model Portfolio Review

valuesits.substack.com

Q1 2023 Model Portfolio Review

Model Portfolio +10.8% in Q1, outperforming S&P 500 & STOXX 600

Conor Maguire
Apr 7, 2023
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Q1 2023 Model Portfolio Review

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Disclaimer

Value Situations is NOT investment advice and the author is not an investment advisor.

All content on this website and in the newsletter, and all other communication and correspondence from its author, is for informational and educational purposes only and should not in any circumstances, whether express or implied, be considered to be advice of an investment, legal or any other nature.  Please carry out your own research and due diligence.


The Value Sits Model Portfolio’s performance turned positive again in Q1 after a challenging Q4-22, appreciating +10.8% for the quarter, outperforming both of my preferred benchmarks, the S&P 500 (SPX) and the European STOXX 600 (SXXP), which rose +7% and +7.8% respectively in Q1.

The Model Portfolio holds 7 names as at the end of the quarter, after the addition of one new position (an energy services special situation) which I added near the end of Q1.

I provide my latest thoughts below on this situation following recent developments, but first lets look at how the overall Portfolio was positioned as at the end of Q1.

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