Designed for investors that
prefer to invest in 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 Inception1
Total Return
Highly-Rated No-Load Fund Portfolio:
1,754.6%
S&P 500:
549.1%
Average Annual
Return
Highly-Rated No-Load Fund Portfolio:
14.5%
S&P 500:
9.1%
1Inception:
May 5, 2003. Last updated November 29, 2024
Happy Thanksgiving! No Video this Week, So Here is Portfolio Performance Update: Dividend-Growth Portfolio: +22.83% per Year; High-Yield Portfolio: +39.71% per Year; Tech-Stock Portfolio: +48.55% Annualized
11/25/2024
Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)
Weekly Video Update: +38.76% Annual Return for High-Yield Stock Portfolio, and +22.3% per Year for Dividend-Growth Stock Portfolio, Both Beating S&P 500 -- Week 151 Update
