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Annual Returns of Our Recommended Portfolios

Annual returns of our stock picks

Chart Updated Weekly. Last updated: January 24, 2025

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Accumulation portfolios with additional investments made first trading day of the week:

Legacy portfolios with infrequent trades:

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Annual Returns of Our Stock Screens

Stock Screen Annual Returns

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Millennial Money Stock Screen

Trending Value Stock Screen

Consumer Staples Stock Screen

 



 

 

 

Annual Returns Of Short-Term Stock Screens
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Annual Returns of Our Short-Term Stock Screens

Most of our subscribers are long-term investors, but we do offer stock-screening criteria for short-term trading separate from our monthly subscription ... More>>


 


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

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)

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01/06/2025

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

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01/06/2025

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

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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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12/30/2024

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

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12/30/2024

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

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12/30/2024

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

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12/23/2024

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

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12/23/2024

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

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12/22/2024

Weekly Video Update: 1st Time in 50 Years, Dow Jones Falls 10 Days in a Row -- Dividend & Tech-Stock Portfolios -- Week 155 Update

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12/16/2024

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

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12/16/2024

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

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12/15/2024

Weekly Video Update: +28.22% Annual Return for High-Yield Stock Portfolio, +20.86% per Year for Dividend-Growth Stock Portfolio, +59.55% Annualized for Tech-Stock Portfolio -- Week 154 Update

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12/09/2024

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

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12/09/2024

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

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12/08/2024

Weekly Video Update: +33.13% Annual Return for High-Yield Stock Portfolio, +21.87% per Year for Dividend-Growth Stock Portfolio, +68.88% Annualized for Tech-Stock Portfolio -- Week 153 Update

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12/06/2024

Millennial Money Portfolio Stock Screen: Monthly Update

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12/06/2024

Trending Value Portfolio Stock Screen: Monthly Update

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12/06/2024

Consumer Staples Stock Screen: Monthly Update

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Go to full article list