The CEORater “Quality” Portfolio

The CEORater “Quality” Portfolio

Our CEORater portfolio of quality Technology names is up significantly year-to-date versus the benchmark.

Recall the CEORater mock portfolio is a concentrated, equal-weight portfolio of quality Technology companies that employs a “buy and hold” strategy over the long-term.

The CEORater portfolio is up 647 basis points versus the benchmark (S&P NORTH AMERICAN EXPANDED TECHNOLOGY SOFTWARE INDEX, tkr: SPNASEUP), and is up 23.0% year-to-date. See the table below for the list of Technology company holdings across multiple sub-sectors.