What is the performance of our picks?
Check out our pick performance over the years.
Historical Performance Statistics
Total Picks
% of Picks Appreciated
% of Picks Doubled
Top Gainers of All Time
Please be sure to read our disclaimer. Updated each March. Last update March 2023.
Sample Portfolio Performance
Since September 2001, we've tracked the performance of a hypothetical portfolio in each newsletter. Below are some of the statistics†:
Number of Holdings
Read more...Well Diversified
The Beginner's Portfolio has consistently held 18 Bowser picks over the past several years to maintain adequate diversification.
Average Age of Holdings
Read more...Decent Turnover
The average age of each holding is just over of 22 months. The oldest is over five years old, while the newest was added in November 2023.
Portfolio Value
Read more...Beating the Market
The portfolio is up 424% lifetime when accounting for proceeds from sales and trade commissions. That's a CAGR of 7.73% compared to the S&P 500's CAGR of 6.50% over the same period (source).
Please be sure to read our disclaimer. Updated March, June, September, December. Last update December 2023.
2022's picks
| Date* | Ticker | Original Price** | Current Price† | Max Gain |
|---|---|---|---|---|
| January | MRMD | 0.84 | 0.30 | 2% |
| February | PALT | 2.65 | 2.00 | 74% |
| March | CYAN | 3.34 | 0.89 | 7% |
| April | SIEB | 2.10 | 1.71 | 50% |
| May | ILLM | 2.54 | 1.05 | 21% |
| June | FGI | 2.30 | 1.45 | 78% |
| July | DAKT | 3.78 | 8.43 | 229% |
| August | AAME | 2.97 | 1.91 | 6% |
| September | ADTH | 2.20 | 1.34 | 18% |
| October | DLNG | 2.94 | 2.82 | 12% |
| November | ASRT | 3.30 | 1.09 | 167% |
| December | TIG | 5.97 | Acq'd @ $6.15 | 3% |
*We use the prior year's picks to protect subscriber exclusive content.
**Original Prices are the closing price of the month following recommendation.
†Current prices are updated each March, June, September, December. Last updated December 2023.
Recent performance
Please be sure to read our disclaimer. Updated each March. Last updated March 2023.