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Recommended Stock Portfolios, Stock Screens, & Mutual Funds

Stock Portfolios:   Trading Frequency*:        
Dividend-Growth Stock Portfolio
(classroom portfolio featured on YouTube)
  Weekly Investments   Overview - Holdings
High-Yield Stock Portfolio (classroom portfolio featured on YouTube)   Weekly Investments   Overview - Holdings
High-Dividend Blue Chip Stock Portfolio   Low   Overview - Holdings
             
Income-Producing Ideas   Trading Frequency*:        
Technology-Focused Investments that Provide Income   Low   Overview - Holdings
             
Stock Screens** (developed from What Works on Wall Street):            
Trending Value Stock Screen   See note**   Overview - Holdings
Millennial Money Stock Screen   See note**   Overview - Holdings
Consumer Staples Stock Screen   See note**   Overview - Holdings
             
Mutual Fund Portfolios:            
Highly-Rated No-Load Fund Portfolio
  Low   Overview - Holdings
Socially Responsible Fund Portfolio   Low   Overview - Holdings
             
Growth Stocks            
Favorite Growth Stock(s)   Low       Holdings
             
For New Investors            
Beginner Fund   Low   Overview - Holdings
             
Available Separate From Monthly Subscription:
Stock Screens For Short-Term Investing   High   Overview    

*Trading Frequency = how often securities are bought and sold in the portfolio. Everything else being equal, a low turnover is preferable because frequent buying and selling leads to higher commission costs and potentially higher taxes due to a shorter holding period. Furthermore, short holding periods are not a factor for tax-deferred accounts such as IRAs.

**Turnover for the stocks screens depends on how the investor chooses to implement the strategy. It varies from high (buying new stocks once per month) to low (buying new stocks once per year as prescribed by the authors of What Works on Wall Street).

 

 





 

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

11/11/2024

Buy/Sell Signals for Hi-Div Blue Chip Stock Portfolio: Buying Financial Stalwart & Selling Portfolio Member for +76% Total Return

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11/11/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/11/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/10/2024

Weekly Video Update: +35.73% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +22.59% per Year) -- Week 149 Update

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11/08/2024

Millennial Money Portfolio Stock Screen: Monthly Update

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11/08/2024

Trending Value Portfolio Stock Screen: Monthly Update

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11/08/2024

Consumer Staples Stock Screen: Monthly Update

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11/04/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/04/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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11/03/2024

Weekly Video Update: +30.14% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +19.58% per Year) -- Week 148 Update

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10/28/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/28/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/27/2024

Weekly Video: +31.09% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +20.41% per Year) -- Week 147 Update

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10/21/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/21/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/20/2024

Weekly Video: +37.39% Annual Return for High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth Stock Portfolio +22.48% per Year) Week 146 Update

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10/14/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/14/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/13/2024

Weekly Video: Dividend-Stock Portfolio Beating SCHD & S&P 500, +31.92% per year - Tech-Stock Portfolio +49% Annualized Return - Week 145 Update

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10/10/2024

Millennial Money Portfolio Stock Screen: Monthly Update

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10/10/2024

Trending Value Portfolio Stock Screen: Monthly Update

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10/10/2024

Consumer Staples Stock Screen: Monthly Update

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10/07/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/07/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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10/06/2024

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

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09/30/2024

High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)

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09/30/2024

Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)

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09/29/2024

Weekly Video: +33.79% Annual Return High-Yield Stock Portfolio, Beating S&P 500 (Dividend-Growth +21.80%) - Week 143

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09/23/2024

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

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09/23/2024

New! Technology-Focused Investments with Distribution Yields as High as 12.0%

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09/23/2024

Dividend-Growth Stock Portfolio: Weekly Investments

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Go to full article list