QVI Stock Picks Review | Year-End 2024

Performance updates for all 42 of Quality Value Investing's Real-Time Stock Picks

Master a checklist-driven strategy for achieving stock market alpha

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In this series, Quality Value Investing (QVI) reviews the 42 QVI Real-Time Stock Picks, grouped by sector, to update each holding’s price return performance for the year and total return performance since inception.

QVI’s coverage groups the primary ticker analysis by sector: communications services, consumer discretionary, consumer staples, financials, health care, industrials, and information technology.

Resources at the end of the post include links to the QVI Concentrated Portfolio and Stock Picks Real-Time Performance Trackers and QVI’s Research Reports Archive.

Overall, in 2024, the 42 QVI Stock Picks collectively lagged the S&P 500 by -4.18% or -418 bps in average price returns per holding while outperforming the market benchmark by +89.40% or +8,940 bps in average total return per holding since inception, based on an equal-weighted basis adjusted for any stock splits and dividends paid in cash.

Another reminder that stock market alpha is more often achieved over long-term holding periods.

Let’s take a closer look at the QVI Stock Picks by sector for 2024 and since the inception of my coverage of each stock over the last 15 years.