How have our picks performed?
Check out the results of our picks over the years.
Please be sure to read our disclaimer.
Since September 2001, we've tracked the performance of a hypothetical portfolio in each newsletter. Below are some of the statistics:
The Beginner's Portfolio has consistently held 18 Bowser picks over the past several years to maintain adequate diversification.
The average age of each holding is just over 17 months. The oldest is over seven years old, while the newest was added in July 2019.
The portfolio is up 256% lifetime when accounting for proceeds from sales and trade commissions. That's a CAGR of 7.37% compared to the S&P 500's CAGR of 6.08% over the same period.
*We use the prior year's picks to protect subscriber exclusive content.
†Current prices are those featured in the most recent monthly newsletter.