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  
Home        
Performance of Our Portfolios
Current Articles
Current Recommendations (Subscribers Only)
How It Works
FAQs
Investing 101
About us
Contact Us
Subscribe
 

Annual Returns of Our Legacy Portfolios Since Inception

 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of February 20, 2026

Our Total Return
S&P 500 Total Return

3,778.6%
645.7%

Our Average Annual Return
S&P 500 Average Annual Return

17.41%
9.22%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of February 20, 2026

Our Total Return
S&P 500 Total Return
2,102.3%
645.7%

Our Average Annual Return
S&P 500 Average Annual Return

14.53%
9.22%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of February 20, 2026

Our Total Return
S&P 500 Total Return

967.9%
645.7%

Our Average Annual Return
S&P 500 Average Annual Return

10.95%

9.22%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of February 20, 2026

Our Total Return
S&P 500 Total Return

1,312.4%

645.7%

Our Average Annual Return
S&P 500 Average Annual Return

12.32%
9.22%


 




 

(Log-In -- Log-Out)

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

02/17/2026

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

02/17/2026

High-Yield Stock Portfolio: Weekly Investments

More>>

02/17/2026

Tech-Stock Portfolio: Weekly Investments

More>>

02/09/2026

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

02/09/2026

High-Yield Stock Portfolio: Weekly Investments

More>>

02/09/2026

Tech-Stock Portfolio: Weekly Investments

More>>

02/06/2026

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/06/2026

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/06/2026

Consumer Staples Stock Screen: Monthly Update

More>>

02/02/2026

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

02/02/2026

High-Yield Stock Portfolio: Weekly Investments

More>>

02/02/2026

Tech-Stock Portfolio: Weekly Investments

More>>

01/26/2026

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

01/26/2026

High-Yield Stock Portfolio: Weekly Investments

More>>

01/26/2026

Tech-Stock Portfolio: Weekly Investments

More>>

01/20/2026

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

01/20/2026

High-Yield Stock Portfolio: Weekly Investments

More>>

01/20/2026

Tech-Stock Portfolio: Weekly Investments

More>>

01/16/2026

Buy/Sell Signals for High-Dividend Blue Chip Stock Portfolio

More>>

01/12/2026

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

01/12/2026

High-Yield Stock Portfolio: Weekly Investments

More>>

01/12/2026

Tech-Stock Portfolio: Weekly Investments

More>>

01/05/2026

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

01/05/2026

High-Yield Stock Portfolio: Weekly Investments

More>>

01/05/2026

Tech-Stock Portfolio: Weekly Investments

More>>

01/02/2026

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

01/02/2026

Trending Value Portfolio Stock Screen: Monthly Update

More>>

01/02/2026

Consumer Staples Stock Screen: Monthly Update

More>>

12/29/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

12/29/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

12/29/2025

Tech-Stock Portfolio: Weekly Investments

More>>

12/22/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

12/22/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

12/22/2025

Tech-Stock Portfolio: Weekly Investments

More>>

12/15/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

12/15/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

12/15/2025

Tech-Stock Portfolio: Weekly Investments

More>>

12/08/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

12/08/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

12/08/2025

Tech-Stock Portfolio: Weekly Investments

More>>

12/07/2025

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

12/07/2025

Trending Value Portfolio Stock Screen: Monthly Update

More>>

12/07/2025

Consumer Staples Stock Screen: Monthly Update

More>>

12/01/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

12/01/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

12/01/2025

Tech-Stock Portfolio: Weekly Investments

More>>

11/24/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

11/24/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

11/24/2025

Tech-Stock Portfolio: Weekly Investments

More>>

11/17/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

11/17/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

11/17/2025

Tech-Stock Portfolio: Weekly Investments

More>>

11/10/2025

Dividend-Growth Stock Portfolio: Weekly Investments

More>>

11/10/2025

High-Yield Stock Portfolio: Weekly Investments

More>>

11/10/2025

Tech-Stock Portfolio: Weekly Investments

More>>

11/09/2025

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

11/09/2025

Trending Value Portfolio Stock Screen: Monthly Update

More>>

11/09/2025

Consumer Staples Stock Screen: Monthly Update

More>>

11/03/2025

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)

More>>

11/03/2025

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

More>>

11/03/2025

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

More>>

11/03/2025

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

More>>

10/27/2025

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

More>>

10/27/2025

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

More>>

10/27/2025

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

More>>

10/20/2025

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

More>>

10/20/2025

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

More>>

10/20/2025

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

More>>

Complete List of Alerts, Articles, & Updates

More>>