What is the performance of our picks?
Check out our pick performance over the years.
Historical Performance Statistics
% of Picks Appreciated
% of Picks Doubled
Top Gainers of All Time
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 HoldingsRead more...
The Beginner's Portfolio has consistently held 18 Bowser picks over the past several years to maintain adequate diversification.
Average Age of HoldingsRead more...
The average age of each holding is just over of 11 months. The oldest is over three years old, while the newest was added in May 2022.
Portfolio ValueRead more...
Beating the Market
The portfolio is up 442% lifetime when accounting for proceeds from sales and trade commissions. That's a CAGR of 8.48% compared to the S&P 500's CAGR of 7.38% over the same period (source).
|Date*||Ticker||Original Price**||Current Price†||Max Gain|
*We use the prior year's picks to protect subscriber exclusive content.
**Prices are one week after recommendation.
†Current prices are updated each March, June, September and December.