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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
Tech-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)

03/17/2025

Buy/Sell Signals: Adding Investment Bank to Hi-Div Blue Chip Stock Portfolio, Selling Healthcare Sector Stock

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03/17/2025

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

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03/17/2025

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

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03/17/2025

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

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03/16/2025

Weekly Video Update: Stocks Enter Correction, Tech Hits Wall, Wide-Moat & Capital-Light Outperform - Research Update 167

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03/10/2025

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

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03/10/2025

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

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03/10/2025

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

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03/09/2025

Weekly Video Update: +27.01% High-Yield Stock Portfolio, +16.06% Dividend-Growth Stock Portfolio - Research Update 166

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03/04/2025

Millennial Money Portfolio Stock Screen: Monthly Update

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03/04/2025

Trending Value Portfolio Stock Screen: Monthly Update

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03/04/2025

Consumer Staples Stock Screen: Monthly Update

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03/03/2025

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

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03/03/2025

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

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03/03/2025

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

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03/02/2025

Weekly Video Update: Nvidia & Other Tech Stocks Take a Beating while Dividend-Stocks Continue Higher--Research Update 165

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02/24/2025

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

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02/24/2025

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

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02/24/2025

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

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02/23/2025

Weekly Video Update: +27.19% High-Yield Stock Portfolio, +17.52% Dividend-Growth Stocks, +23.79% Tech-Stocks - Research Update 164

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02/18/2025

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

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02/18/2025

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

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02/18/2025

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

More>>

02/17/2025

Markets Closed Monday, Feb 17. Our Weekly Investments in Div-Gro, High-Yield, & Tech Portfolio will be Posted Tue, Feb 18


02/16/2025

Weekly Video Update: +36.68% Annualized Return for Simple Tech-Stock Portfolio, Beating S&P 500 - Research Update 163

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02/10/2025

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

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02/10/2025

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

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02/10/2025

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

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02/09/2025

Weekly Video Update: +25.65% High-Yield Stock Portfolio, +17.96% Dividend-Growth Stocks, +32.97% Tech-Stocks - Research Update 162

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02/06/2025

Buy/Sell Signals: Selling Pharma Co. for High-Dividend Blue Chip Stock Portfolio--Reinvesting in Tech Co. and a Utility -- Also Selling Pharma Co. for Dividend-Growth & High-Yield Stock Portfolio

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02/04/2025

Millennial Money Portfolio Stock Screen: Monthly Update

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02/04/2025

Trending Value Portfolio Stock Screen: Monthly Update

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02/04/2025

Consumer Staples Stock Screen: Monthly Update

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02/03/2025

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

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02/03/2025

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

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02/03/2025

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

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02/02/2025

Weekly Video Update: +33.92% Annualized Return for Simple Tech-Stock Portfolio, Beating S&P 500 - Research Update 161

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01/27/2025

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

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01/27/2025

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

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01/27/2025

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

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01/26/2025

Weekly Video Update: +29.10% High-Yield Stock Portfolio, +19.79% Dividend-Growth Stock Portfolio, +39.04% Tech-Stock Portfolio - Week 160

More>>