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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Frequently Asked Questions (FAQs)

Q: Capital gains are great, but I don't want to be trading frequently, thereby increasing my capital gains rate. How long do you recommend holding an investment?

A: We also believe in keeping portfolio turnover to a minimum to avoid paying higher capital gains. On average, the stocks in our Primary Stock Portfolio are held for nearly three years. Our High-Dividend Portfolio also holds stocks for greater than two years on average.

The collection of Stock Screens for Short-Term Investing (available separately), as one would guess, holds stocks for a much shorter time. Stocks in the Short-Term Stock Screens are held for an average of 12.2 days.

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

01/17/2023

Buy/Sell Signals for ETF/Mutual Fund Portfolio -- Return of Portfolio: +1,331.2% versus +314.3% for S&P 500

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Millennial Money Portfolio Stock Screen: Monthly Update

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Trending Value Portfolio Stock Screen: Monthly Update

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Consumer Staples Stock Screen: Monthly Update

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Trending Value Portfolio Stock Screen: Monthly Update

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Consumer Staples Stock Screen: Monthly Update

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Buy/Sell Signals -- Lower-Risk Healthcare & Financials

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Five Stock Ratings Changed, Including Two "Strong Buys"

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Millennial Money Portfolio Stock Screen: Monthly Update

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Consumer Staples Stock Screen: Monthly Update

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Go to full article list