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.
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 under of 22 months. The oldest is over four years old, while the newest was added in January 2023.
Portfolio Value
Read more...Beating the Market
The portfolio is up 445% lifetime when accounting for proceeds from sales and trade commissions. That's a CAGR of 7.96% compared to the S&P 500's CAGR of 6.42% over the same period (source).
2022's picks
| Date* | Ticker | Original Price** | Current Price† | Max Gain |
|---|---|---|---|---|
| January | MRMD | 0.87 | 0.48 | 5% |
| February | PALT | 3.14 | 2.15 | 47% |
| March | CYAN | 3.16 | 0.81 | 13% |
| April | SIEB | 2.35 | 2.07 | 30% |
| May | ILLM | 2.46 | 1.64 | 25% |
| June | FGI | 2.39 | 1.55 | 72% |
| July | DAKT | 3.50 | 9.06 | 185% |
| August | AAME | 2.86 | 1.90 | 10% |
| September | ADTH | 1.90 | 1.26 | 36% |
| October | DLNG | 2.86 | 2.67 | 15% |
| November | ASRT | 2.81 | 3.17 | 185% |
| December | TIG | 5.97 | Acq'd @ $6.15 | 3% |
*We use the prior year's picks to protect subscriber exclusive content.
**Prices are one week after recommendation.
†Current prices are updated each March and September.
Recent performance
