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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Annual Returns of Our Individual Portfolios Since Inception

 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of October 8, 2020

Our Total Return
S&P 500 Total Return

1,611.2%
272.1%

Our Average Annual Return
S&P 500 Average Annual Return

17.7%
7.8%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of October 8, 2020

Our Total Return
S&P 500 Total Return
991.3%
272.1%

Our Average Annual Return
S&P 500 Average Annual Return

14.7%
7.8%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of October 8, 2020

Our Total Return
S&P 500 Total Return

363.5%
272.1%

Our Average Annual Return
S&P 500 Average Annual Return

9.2%

7.8%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of October 8, 2020

Our Total Return
S&P 500 Total Return

715.7%

272.1%

Our Average Annual Return
S&P 500 Average Annual Return

12.8%

7.8%


 





 

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

10/18/2020

Hold Rating Placed on Eaton Vance (EV) due to 2021 Morgan Stanley Acquisition. Current Total Return: 448.9%

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10/17/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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10/17/2020

Trending Value Portfolio Stock Screen: Monthly Update

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10/17/2020

Consumer Staples Stock Screen: Monthly Update

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09/23/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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09/23/2020

Trending Value Portfolio Stock Screen: Monthly Update

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09/23/2020

Consumer Staples Stock Screen: Monthly Update

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08/17/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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08/17/2020

Trending Value Portfolio Stock Screen: Monthly Update

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08/17/2020

Consumer Staples Stock Screen: Monthly Update

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07/20/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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07/20/2020

Trending Value Portfolio Stock Screen: Monthly Update

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07/20/2020

Consumer Staples Stock Screen: Monthly Update

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06/22/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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06/22/2020

Trending Value Portfolio Stock Screen: Monthly Update

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06/22/2020

Consumer Staples Stock Screen: Monthly Update

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05/18/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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05/18/2020

Trending Value Portfolio Stock Screen: Monthly Update

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05/18/2020

Consumer Staples Stock Screen: Monthly Update

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04/20/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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04/20/2020

Trending Value Portfolio Stock Screen: Monthly Update

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04/20/2020

Consumer Staples Stock Screen: Monthly Update

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03/23/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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03/23/2020

Trending Value Portfolio Stock Screen: Monthly Update

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03/23/2020

Consumer Staples Stock Screen: Monthly Update

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02/24/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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02/24/2020

Trending Value Portfolio Stock Screen: Monthly Update

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02/24/2020

Consumer Staples Stock Screen: Monthly Update

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01/27/2020

Two Buy, Two Sell Signals -- Selling Two Stocks for an Average Total Return of 398.6%

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01/21/2020

Millennial Money Portfolio Stock Screen: Monthly Update

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01/21/2020

Trending Value Portfolio Stock Screen: Monthly Update

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01/21/2020

Consumer Staples Stock Screen: Monthly Update

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12/23/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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12/23/2019

Trending Value Portfolio Stock Screen: Monthly Update

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12/23/2019

Consumer Staples Stock Screen: Monthly Update

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11/18/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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11/18/2019

Trending Value Portfolio Stock Screen: Monthly Update

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11/18/2019

Consumer Staples Stock Screen: Monthly Update

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11/10/2019

Six Stock Ratings Changed, Including Four "Buys"

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10/21/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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10/21/2019

Trending Value Portfolio Stock Screen: Monthly Update

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10/21/2019

Consumer Staples Stock Screen: Monthly Update

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10/07/2019

3 Buy, 3 Sell Signals -- Selling Three Stocks for an Average Total Return of 753.2%

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09/23/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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09/23/2019

Trending Value Portfolio Stock Screen: Monthly Update

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09/23/2019

Consumer Staples Stock Screen: Monthly Update

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08/19/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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08/19/2019

Trending Value Portfolio Stock Screen: Monthly Update

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08/19/2019

Consumer Staples Stock Screen: Monthly Update

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07/22/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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07/22/2019

Trending Value Portfolio Stock Screen: Monthly Update

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07/22/2019

Consumer Staples Stock Screen: Monthly Update

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07/15/2019

One Stock Rating Changed to "Strong Buy"

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07/01/2019

Buy/Sell Signals for ETF/Mutual Fund Portfolio -- Return of Portfolio: +816.1% versus +217.5% for S&P 500

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06/24/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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06/24/2019

Trending Value Portfolio Stock Screen: Monthly Update

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06/24/2019

Consumer Staples Stock Screen: Monthly Update

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05/30/2019

Three Stock Ratings Changed, Two "Buys" and One "Strong Buy"

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05/20/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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05/20/2019

Trending Value Portfolio Stock Screen: Monthly Update

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05/20/2019

Consumer Staples Stock Screen: Monthly Update

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05/20/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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04/23/2019

Trending Value Portfolio Stock Screen: Monthly Update

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04/23/2019

Consumer Staples Stock Screen: Monthly Update

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03/18/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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03/18/2019

Trending Value Portfolio Stock Screen: Monthly Update

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03/18/2019

Consumer Staples Stock Screen: Monthly Update

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03/12/2019

Five Stock Ratings Changed, Four "Buys" and One "Strong Buy"

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02/19/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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02/19/2019

Trending Value Portfolio Stock Screen: Monthly Update

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02/19/2019

Consumer Staples Stock Screen: Monthly Update

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01/22/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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01/22/2019

Trending Value Portfolio Stock Screen: Monthly Update

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01/22/2019

Consumer Staples Stock Screen: Monthly Update

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01/06/2019

Three Stock Ratings Upgraded to "Strong Buy"

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12/24/2018

Millennial Money Portfolio Stock Screen: Monthly Update

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12/24/2018

Trending Value Portfolio Stock Screen: Monthly Update

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12/24/2018

Consumer Staples Stock Screen: Monthly Update

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