Annual Returns of Our Legacy Portfolios Since Inception
635.4%
10.92%
1,329.8%
Portfolio Overviews
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News About Recommended Stocks, Mutual Funds, & Events on Wall St. (Complete Article List)
Dividend-Growth Stock Portfolio: Weekly Investments
12/15/2025
High-Yield Stock Portfolio: Weekly Investments
Tech-Stock Portfolio: Weekly Investments
12/08/2025
Millennial Money Portfolio Stock Screen: Monthly Update
Trending Value Portfolio Stock Screen: Monthly Update
Consumer Staples Stock Screen: Monthly Update
12/01/2025
11/24/2025
11/17/2025
11/10/2025
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)
Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)
11/03/2025
High-Yield Stock Portfolio: Weekly Investments (as featured on YouTube)
Tech-Stock Portfolio: Weekly Investments (as featured on YouTube)
10/27/2025
10/20/2025
Video: IRS Gives Dividend Investors a Gift: How to Make $131,100 Annually Tax-Free
Video Update: +21.47% per Year Dividend-Growth Stock Portfolio (+38.14% per Year Tech Strategy) - Update 189
10/13/2025
10/06/2025
09/29/2025
09/22/2025
09/15/2025
Video Update: Best of S&P 500 Portfolio: +63.4% Annual Re-Balance, Wide-Moat Stocks +48.09%, Capital-Light Stocks +35.99%, Tech-Stock Portfolio +29.54% - Research Update 190
09/08/2025
09/02/2025
08/25/2025
Video: The Six Best Real Estate Investment Trusts (REITs) To Buy in 2025
Complete List of Alerts, Articles, & Updates
