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Annual Returns of Our Recommended Portfolios

Annual returns of our stock picks

Chart Updated Weekly. Last updated: March 20, 2025

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Accumulation portfolios with additional investments made first trading day of the week:

Legacy portfolios with infrequent trades:

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Annual Returns of Our Stock Screens

Stock Screen Annual Returns

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Millennial Money Stock Screen

Trending Value Stock Screen

Consumer Staples Stock Screen

 



 

 

 

Annual Returns Of Short-Term Stock Screens
(Available Apart From Our Monthly Subscription)

Annual Returns of Our Short-Term Stock Screens

Most of our subscribers are long-term investors, but we do offer stock-screening criteria for short-term trading separate from our monthly subscription ... More>>


 


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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)

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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

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