Many subscribers say they would
like to cut down on paperwork and therefore are interested
in investing in only one mutual fund for their equity
holdings. The global no-load funds on the next page
are our choices for those wanting only one fund.
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
One-Stop Shopping Fund Portfolio:
237.7%
S&P 500:
577.6%
Average Annual
Return
One-Stop Shopping Fund Portfolio:
11.0%
S&P 500:
9.02%
1Inception:
May 5, 2003. Data last updatedDecember 15, 2017
Video Update: High-Yield Stock Portfolio: +22.53% Per Year, Dividend-Growth Stock Portfolio: +19.57% Per Year - 25 Best Dividend-Growth Stocks - Research Update 180
Happy Memorial Day to everyone, especially to my fellow veterans. Thank you for your service! The market is closed today, so we’ll post our list of weekly investments on Tuesday instead of Monday.
05/19/2025
Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)
