Designed for investors that
prefer to invest in ETFs or mutual funds instead of, or in addition
to, individual stocks, this portfolio consists of funds that
are highly-rated (due in part to great performance) and do
not charge sales commissions.
As always, keep in mind that
investing in individual stocks or mutual funds involves risk.
Past performance is never a guarantee of future performance.
Performance
Since Inception (May 5, 2003) to January 16, 2026
Total Return
Highly-Rated No-Load Fund/ETF Portfolio:
2,087.2%
S&P 500:
649.2%
Average Annual
Return
Highly-Rated No-Load Fund Portfolio:
14.56%
S&P 500:
9.28%
Inception:
May 5, 2003. Data updated January 16, 2026.
NEW: Buy/Hold/Sell Ratings for All Dividend-Growth Stock Holdings can be Found on Substack (free for subscribers to this website ... email us if you can't get access to the link below)
