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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 October 4, 2024

Our Total Return
S&P 500 Total Return

3,061.7%
519.8%

Our Average Annual Return
S&P 500 Average Annual Return

17.5%
8.9%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of October 4, 2024

Our Total Return
S&P 500 Total Return
1,716.5%
519.8%

Our Average Annual Return
S&P 500 Average Annual Return

14.5%
8.9%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of October 4, 2024

Our Total Return
S&P 500 Total Return

732.1%

519.8%

Our Average Annual Return
S&P 500 Average Annual Return

10.4%

8.9%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of October 4, 2024

Our Total Return
S&P 500 Total Return

1,073.7%

519.8%

Our Average Annual Return
S&P 500 Average Annual Return

12.2%

8.9%


 





 

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

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

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New Portfolio! High-Yield Stock Portfolio as Featured on my YouTube Channel

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New! Technology-Focused Investments with Distribution Yields as High as 12%

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Dividend-Growth Stock Portfolio: Weekly Investments

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Go to full article list