Q2 Earnings season - defining moment for p123 all-weather models

After disastrous performance of most of p123 models in may/june... the Q2 Earnings season is coming. We will see if Mr. Market was right punishing our stocks so much...

So far so good, 2 of my holdings reported very good earnings... I have a good feelings.
How are your holdings doing these days ?

BTW. 'Earnings Centre' is super useful. It would be nice to have this tool also for European stocks.

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My median-performing stock model long-tern (not necessarily median over the last few months). The benchmark is the SP1500 Pure Value.

Screenshot 2024-07-26 at 12.33.55 PM

Not sure I can provide an unbiased assessment of individual stocks (good and bad).

The only stocks I'm holding for the summer doldrums are from a dividend port (T,MDT,TAP). T reported good earnings, and popped, while MDT and TAP are due in August..

@pitmaster What is Earnings Centre? I can't seem to find it. Thank you

https://www.portfolio123.com/app/earnings It's under the "Manage" tab in the main menu.

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