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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)

07/11/2025

Millennial Money Portfolio Stock Screen: Monthly Update

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07/11/2025

Trending Value Portfolio Stock Screen: Monthly Update

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07/11/2025

Consumer Staples Stock Screen: Monthly Update

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07/07/2025

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

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07/07/2025

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

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07/07/2025

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

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07/06/2025

Video Update: Capital-Light Stocks +62%, Wide-Moat Stock Strategy +52%, Tech +28% Annual Return - Research Update 183

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06/30/2025

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

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06/30/2025

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

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06/30/2025

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

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06/29/2025

Video Update: +21.72% High-Yield Stock Portfolio, +20.04% Dividend-Growth Stocks - Research Update 182

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06/23/2025

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

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06/23/2025

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

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06/23/2025

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

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06/22/2025

Video Update: Wide-Moat Stock Strategy +49%, Capital-Light Stocks +25%, Tech +17% Annualized Return - Research Update 181

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06/16/2025

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

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06/16/2025

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

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06/16/2025

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

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06/15/2025

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

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06/09/2025

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

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06/09/2025

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

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06/09/2025

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

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06/08/2025

Video Update: Capital-Light Stock Portfolio +64%, Wide-Moat Stock Strategy +49%, Tech +20% Annualized Return - Research Update 179

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06/05/2025

Millennial Money Portfolio Stock Screen: Monthly Update

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06/05/2025

Trending Value Portfolio Stock Screen: Monthly Update

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06/05/2025

Consumer Staples Stock Screen: Monthly Update

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06/02/2025

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

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06/02/2025

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

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06/02/2025

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

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06/01/2025

Video Update: +19.29% High-Yield Stock Portfolio, +17.69% Dividend-Growth Stock Portfolio - Research Update 178

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05/27/2025

Video Update: Wide-Moat Stock Strategy +47.63%, Capital-Light Stocks +41.19%, Tech +12.04% Annualized Return - Research Update 177

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05/27/2025

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

More>>

05/27/2025

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

More>>

05/27/2025

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

More>>

05/26/2025

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)

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05/19/2025

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

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05/19/2025

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

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05/18/2025

Video Update: Stocks Come Surging Back, +20.9% High-Yield Stock Portfolio, +19.1% Dividend-Growth Stock Portfolio - Research Update 176

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05/12/2025

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

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05/12/2025

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

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05/12/2025

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

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05/11/2025

Video Update: Wide-Moat Stock Strategy +46%, Capital-Light Stocks +24%, Tech +4.5% Annualized Return - Research Update 175

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05/07/2025

Millennial Money Portfolio Stock Screen: Monthly Update

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05/07/2025

Trending Value Portfolio Stock Screen: Monthly Update

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05/07/2025

Consumer Staples Stock Screen: Monthly Update

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05/05/2025

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

More>>

05/05/2025

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

More>>

05/05/2025

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

More>>

05/04/2025

Video Update: +19.3% High-Yield Stock Portfolio, +15.6% Dividend-Growth Stock Portfolio - Research Update 174

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04/28/2025

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

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04/28/2025

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

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04/28/2025

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

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04/27/2025

Video Update: Tech-Stock Portfolio Again Beating S&P 500 (as are Capital-Light & Wide-Moat Strategies) - Research Update 173

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04/21/2025

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

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04/21/2025

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

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04/21/2025

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

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Complete List of Alerts, Articles, & Updates

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