Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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Annual Returns of Our Individual Portfolios Since Inception

 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of November 15, 2024

Our Total Return
S&P 500 Total Return

3,119.3%
533.6%

Our Average Annual Return
S&P 500 Average Annual Return

17.5%
9.0%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of November 15, 2024

Our Total Return
S&P 500 Total Return
1,744.8%
533.6%

Our Average Annual Return
S&P 500 Average Annual Return

14.5%
9.0%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of November 15, 2024

Our Total Return
S&P 500 Total Return

774.9%

533.6%

Our Average Annual Return
S&P 500 Average Annual Return

10.6%

9.0%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of November 15, 2024

Our Total Return
S&P 500 Total Return

1,162.4%

533.6%

Our Average Annual Return
S&P 500 Average Annual Return

12.5%

9.0%


 





 

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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

11/18/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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Weekly Video Update: +34.12% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +21.18% per Year, also beating the S&P 500) -- Week 150 Update

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11/11/2024

Buy/Sell Signals for Hi-Div Blue Chip Stock Portfolio: Buying Financial Stalwart & Selling Portfolio Member for +76% Total Return

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11/11/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/11/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/10/2024

Weekly Video Update: +35.73% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +22.59% per Year) -- Week 149 Update

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11/08/2024

Millennial Money Portfolio Stock Screen: Monthly Update

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11/08/2024

Trending Value Portfolio Stock Screen: Monthly Update

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11/08/2024

Consumer Staples Stock Screen: Monthly Update

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11/04/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/04/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/03/2024

Weekly Video Update: +30.14% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +19.58% per Year) -- Week 148 Update

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10/28/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/28/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/27/2024

Weekly Video: +31.09% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +20.41% per Year) -- Week 147 Update

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10/21/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/21/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/20/2024

Weekly Video: +37.39% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +22.48% per Year) Week 146 Update

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10/14/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/14/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/13/2024

Weekly Video: Dividend-Stock Portfolio Beating SCHD & S&P 500, +31.92% per year - Tech-Stock Portfolio +49% Annualized Return - Week 145 Update

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10/10/2024

Millennial Money Portfolio Stock Screen: Monthly Update

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10/10/2024

Trending Value Portfolio Stock Screen: Monthly Update

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10/10/2024

Consumer Staples Stock Screen: Monthly Update

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10/07/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/07/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/06/2024

Weekly Video: +34.37% Annual Return High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth +21.20%) - Week 144 Update

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09/30/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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09/30/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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09/29/2024

Weekly Video: +33.79% Annual Return High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth +21.80%) - Week 143

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Go to full article list