to leave a comment.
▲ U.S. Stock Market, Tech Stocks/AI Generated Image
Global investment bank Morgan Stanley (MS) has completely revamped its preferred stock portfolio, which is expected to lead the market over the next 12 months. With the previous model portfolio significantly outperforming the market average return, the bank has newly added a large number of large-cap blue-chip stocks, including Alphabet and Coca-Cola.
According to U.S. investment social platform Stocktwits on September 22 (local time), Morgan Stanley announced its 2027 Vintage Values model portfolio, a core group of stocks intended for a one-year holding period. The previous 2026 portfolio achieved a return of 32.12% from September 9, 2025, to September 11, 2026. This performance exceeded the S&P 500 index, which rose by only 18.96% during the same period, by over 13 percentage points.
Morgan Stanley narrowed down a final list of 15 stocks from over 50 candidates submitted by its North American analysts, based on a comprehensive evaluation of quantitative analysis, fundamentals, macroeconomic risks, and valuations. This 2027 portfolio clearly showed an anti-momentum tendency, focusing on the intrinsic value of individual companies and strong drivers for performance improvement rather than chasing short-term price momentum.
Approximately 60% of the newly selected stocks were in the top two quality metric ratings, surpassing the S&P 500 index average of 56%. Michelle Weaver, Morgan Stanley's equity strategist, explained, "These are not simply stocks whose prices have recently risen, but companies discovered by analysts through thorough bottom-up analysis."
The portfolio includes a total of 15 stocks, such as Alphabet (GOOGL), Coca-Cola (KO), Apple (AAPL), as well as Amazon (AMZN), Dynatrace (DT), Eli Lilly (LLY), Equinix (EQIX), Williams Companies (WMB), and Visa (V).
[Article Key Summary]
-Morgan Stanley's Vintage Values portfolio recorded a 32.12% return over one year, significantly outperforming the S&P 500's rise (18.96%).
-The newly unveiled 2027 portfolio focuses on the bottom-up fundamentals of large-cap blue-chip stocks instead of short-term momentum.
-The final 15 stocks carefully selected from 50 candidates include Alphabet, Apple, Coca-Cola, and Eli Lilly, among others.
*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*
Newsletter
Get key news delivered to your email every morning
to leave a comment.