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  
Home        
Performance of Our Portfolios
Current Articles
Current Recommendations (Subscribers Only)
How It Works
FAQs
Investing 101
About us
Contact Us
Subscribe
 

Summary Table of Our Primary Stock Portfolio's Performance Versus Warren Buffet's Berkshire Hathaway


Return Since Inception (1998)

 
Our
Returns
S&P 500
Berkshire   
Hathaway*
Total
4,112.7% 
112.2%
391.3%
Per Year
31.9% 
4.5%
9.8%

5 Year Returns

 
Our
Returns
S&P 500
Berkshire   
Hathaway*
Total
246.7%
84.6%
134.1%
 
Per Year
28.2%
13.1%
18.5%
 

Year-To-Date

 
Our
Returns
S&P 500
Berkshire   
Hathaway*
YTD
-0.1%
11.4%
27.0%
 


*Berkshire Hathaway is run by Warren Buffett, widely considered to be the best investor of modern times.

Data updated onFebruary 21, 2025.

 





 

(Log-In -- Log-Out)

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)

More>>

02/18/2025

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

More>>

02/18/2025

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

More>>

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

More>>

02/10/2025

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

More>>

02/10/2025

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

More>>

02/10/2025

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

More>>

02/09/2025

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

More>>

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

More>>

02/04/2025

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/04/2025

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/04/2025

Consumer Staples Stock Screen: Monthly Update

More>>

02/03/2025

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

More>>

02/03/2025

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

More>>

02/03/2025

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

More>>

02/02/2025

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

More>>

01/27/2025

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

More>>

01/27/2025

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

More>>

01/27/2025

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

More>>

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

More>>

01/21/2025

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

More>>

01/21/2025

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

More>>

01/21/2025

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

More>>

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

More>>

01/13/2025

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

More>>

01/13/2025

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

More>>

01/13/2025

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

More>>

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

More>>

01/08/2025

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

01/08/2025

Trending Value Portfolio Stock Screen: Monthly Update

More>>

01/08/2025

Consumer Staples Stock Screen: Monthly Update

More>>

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

More>>

Go to full article list