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Performance Of Our Primary Stock Portfolio

We provide several graphical ways to view our past performance:


Versus The S&P 500: Cumulative
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Versus The S&P 500: Detailed

Versus The S&P 500: By Year
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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

02/18/2025

Newest Portfolio! Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)

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02/18/2025

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

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02/18/2025

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

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02/17/2025

Markets Closed Monday, Feb 17. Our Weekly Investments in Div-Gro, High-Yield, & Tech Portfolio will be Posted Tue, Feb 18


02/16/2025

Weekly Video Update: +36.68% Annualized Return for Simple Tech-Stock Portfolio, Beating S&P 500 - Research Update 163

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02/10/2025

Newest Portfolio! Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)

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02/10/2025

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

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02/10/2025

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

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02/09/2025

Weekly Video Update: +25.65% High-Yield Stock Portfolio, +17.96% Dividend-Growth Stocks, +32.97% Tech-Stocks - Research Update 162

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02/06/2025

Buy/Sell Signals: Selling Pharma Co. for High-Dividend Blue Chip Stock Portfolio--Reinvesting in Tech Co. and a Utility -- Also Selling Pharma Co. for Dividend-Growth & High-Yield Stock Portfolio

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02/04/2025

Millennial Money Portfolio Stock Screen: Monthly Update

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02/04/2025

Trending Value Portfolio Stock Screen: Monthly Update

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02/04/2025

Consumer Staples Stock Screen: Monthly Update

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02/03/2025

Newest Portfolio! Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)

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02/03/2025

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

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02/03/2025

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

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02/02/2025

Weekly Video Update: +33.92% Annualized Return for Simple Tech-Stock Portfolio, Beating S&P 500 - Research Update 161

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01/27/2025

Newest Portfolio! Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)

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01/27/2025

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

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01/27/2025

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

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01/26/2025

Weekly Video Update: +29.10% High-Yield Stock Portfolio, +19.79% Dividend-Growth Stock Portfolio, +39.04% Tech-Stock Portfolio - Week 160

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01/21/2025

Newest Portfolio! Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)

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01/21/2025

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

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01/21/2025

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

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01/20/2025

NOTE: Market Closed Monday --Div-Gro, Hi-Yld, Tech Buys Will Be Available Tuesday Instead of Monday


01/19/2025

Weekly Video Update: +37.85% Annualized Return for Simple Tech-Stock Portfolio, Beating S&P 500 - Research Update - 159

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01/13/2025

Newest Portfolio! Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)

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01/13/2025

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

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01/13/2025

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

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01/12/2025

Weekly Video Update: Beating S&P 500: Dividend Stock Portfolio, +21.17% per Year (Best Dividend & Tech Stocks January 2025) -- Week 158 Update

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01/08/2025

Millennial Money Portfolio Stock Screen: Monthly Update

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01/08/2025

Trending Value Portfolio Stock Screen: Monthly Update

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01/08/2025

Consumer Staples Stock Screen: Monthly Update

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01/06/2025

Newest Portfolio! Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)

More>>

01/06/2025

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

More>>

01/06/2025

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

More>>

01/05/2025

Weekly Video Update: +34.37% Annual Return for Tech-Stock Portfolio, +23.33% per Year for High-Yield Stock Portfolio, +17.88% Annual for Dividend-Growth Stock Portfolio -- Week 157 Update

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Go to full article list