Past Results

*You may hover over any year to see monthly breakdowns.

Regular Portfolio
1998	81.2% gain
1999 Jan: 10.5% Feb: -1.5% Mar: 5.1% Apr: 5.2% May: 0.0% Jun: 10.7% Jul: 7.5% Aug: 11.3% Sep: 8.9% Oct: 7.6% Nov: 5.2% Dec: 7.9%	78.4% gain
2000 Jan: 12.7% Feb: 8.7% Mar: 9.8% Apr: 1.4% May: 16.3% Jun: 24.0% Jul: 20.0% Aug: 5.0% Sep: -8.7% Oct: 21.0% Nov: 8.3% Dec: 14.2%	132.7% gain
2001 Jan: 14.4% Feb: 3.0% Mar: -35.4% Apr: 3.8% May: 13.6% Jun: 12.0% Jul: 10.3% Aug: 9.4% Sep: -6.9% Oct: 21.6% Nov: 11.6% Dec: 6.0%	63.4% gain
2002 Jan: 14.3% Feb: 5.6% Mar: 10.8% Apr: -7.9% May: 12.0% Jun: 10.3% Jul: -7.8% Aug: 12.8% Sep: 12.4% Oct: 10.3% Nov: 14.0% Dec: 11.8%	98.6% gain
2003 Jan: 11.4% Feb: 10.1% Mar: -3.6% Apr: 9.9% May: 14% Jun: 9.9% Jul: -3.6% Aug: 11.1% Sep: 1.4% Oct: 0.7% Nov: 9.6% Dec: 15.4%	86.3% gain
2004 Jan: 19.7% Feb: 3.10% Mar: -5.7% Apr: 8.8% May: 0.8% Jun: 6.3% Jul: 10.7% Aug: -2.3% Sep: 11.9% Oct: -8.3% Nov: 11.1% Dec: 10.3%	66.3% gain
2005 Jan: 0.0% Feb: 1.4% Mar: 0.0% Apr: 10.3% May: 0% Jun: 16.1% Jul: 10.0% Aug: 18.3% Sep: 0.5% Oct: 1.1% Nov: 11.9% Dec: 20.0%	89.6% gain
2006 Jan: 15.0% Feb: 3.7% Mar: 0.3% Apr: 10.0% May: 1.4% Jun: 2.5% Jul: 13.1% Aug: 1.7% Sep: 10.3% Oct: 2.5% Nov: 20.4% Dec: 8.9%	89.8% gain
2007 Jan: 14.5% Feb: 5.2% Mar: 12.1% Apr: 3.4% May: -0.1% Jun: 9.3% Jul: 2.0% Aug: 0.4% Sep: 5.4% Oct: 6.6% Nov: 0.6% Dec: 14.2%	73.6% gain
2008 Jan: 2.2% Feb: 20.9% Mar: -9.5% Apr: 11.0% May: 15.0% Jun: 6.0% Jul: 3.8% Aug: 5.8% Sep: -4.8% Oct: 7.0% Nov: 6.5% Dec: 18.5%	82.4% gain
2009 Jan: 3.4% Feb: 4.7% Mar: 2.3% Apr: 8.3% May: 0.4% Jun: 5.1% Jul: 2.7% Aug: 7.6% Sep: 0.1% Oct: 1.5% Nov: 6.6% Dec: 7.4%	50.1% gain
2010 Jan: 0.8% Feb: 7.0% Mar: 6.7% Apr: -2.1% May: 9.6% Jun: -3.9% Jul: 9.9% Aug: 15.7% Sep: 1.6% Oct: 0.0% Nov: 10.0% Dec: 10.6%	65.9% gain
2011 Jan: 3.1% Feb: 6.0% Mar: 2.5% Apr: 8.6% May: 0.1% Jun: 1.9% Jul: 4.8% Aug: 3.9% Sep: 0.0% Oct: 6.6% Nov: 9.7% Dec: 4.3%	51.5% gain
2012 Jan: 7.7% Feb: 4.8% Mar: 1.6% Apr: 2.5% May: -0.4% Jun: 0.6% Jul: 2.0% Aug: 3.5% Sep: 5.0% Oct: 4.4% Nov: 4.2% Dec: 5.2%	41.1% gain
2013 Jan: 0.0% Feb: 0.0% Mar: 4.0% Apr: 6.7% May: 10.5% Jun: 18.0% Jul: 2.1% Aug: 4.7% Sep: 3.0% Oct: 9.0% Nov: 8.0% Dec: 3.4%	69.4% gain
2014 Jan: 2.2% Feb: -1.0% Mar: 3.3% Apr: 10.1% May: 9.0% Jun: 10.0% Jul: 12.0% Aug: 8.8% Sep: 6.8% Oct: 8.0% Nov: 0.0% Dec: 0.3%	69.5% gain
2015 Jan: 3.2% Feb: 9.6% Mar: 3.3% Apr: 0.0% May: 7.9% Jun: 0.0% Jul: 3.5% Aug: 5.0% Sep: -2.5% Oct: 5.7% Nov: 15.0% Dec: 2.2%	52.9% gain
2016 Jan: 2.4% Feb: -2.0% Mar: 10.0% Apr: 1.3% May: 6.0% Jun: 0.0% Jul: 5.0% Aug: 0.0% Sep: 0.0% Oct: 4.3% Nov: -0.4% Dec: 0.0%	26.6% gain
2017 Jan: 5.0% Feb: 0.9% Mar: 0.0% Apr: 1.0% May: -2.0% Jun: 2.5% Jul: 10.0% Aug: 2.0% Sep: 0.0% Oct: 10.0% Nov: 0.5% Dec: 0.0%	29.9% gain
2018 Jan: 2.1% Feb: 10.0% Mar: 10.0% Apr: 5.0% May: 6.7% Jun: 1.4% Jul: 15.2% Aug: 6.0% Sep: -1.0% Oct: 6.7% Nov: -3.0% Dec: 3.1%	62.2% gain
2019 Jan: 2.5% Feb: 0.4% Mar: 5.0% Apr: 5.5% May: 1.3% Jun: 4.7% Jul: 25.0% Aug: 5.0% Sep: 6.5% Oct: 10.0% Nov: 3.3% Dec: 4.0%	73.2% gain
2020 Jan: 9.0% Feb: 0.8% Mar: 5.3% Apr: 10.0% May: 6.9% Jun: 5.4% Jul: 5.4% Aug: 9.2% Sep: 12.9% Oct: 4.1% Nov: 0.0% Dec: 0.2%	69.2% gain
2021 Jan: 0.0% Feb: 14.1% Mar: 17.7% Apr: 6.0% May: -2.7% Jun: 3.3% Jul: 3.1% Aug: 15.7% Sep: 5.8% Oct: 10.0% Nov: 5.0% Dec: 5.0%	83.0% gain
2022 Jan: 3.3% Feb: 4.7% Mar: 10.0% Apr: 6.7% May: 1.2% Jun: 10.0% Jul: 9.4% Aug: 12.5% Sep: 5.0% Oct: 1.3% Nov: 12.2% Dec: 6.7%	88.0% gain
2023 Jan: 9.3% Feb: 2.1% Mar: 3.1% Apr: 5.0% May: 5.8% Jun: 9.8% Jul: 24.5% Aug: 6.0% Sep: 10.0% Oct: -2.5% Nov: 2.6% Dec: -0.8%	74.9% gain
2024 Jan: 5.5% Feb: 3.3% Mar: 1.3% Apr: 1.0% May: 7.5% Jun: 7.8% Jul: 0.0% Aug: 11.2% Sep: 15.0% Oct: 11.0% Nov: 10.0% Dec: 10.1%	83.7% gain
2025 Jan: 5.8% Feb: 4.8% Mar: 15.0% Apr: 8.5% May: 17.3% Jun: 10.7% Jul: Aug: Sep: Oct: Nov: Dec:	64.1% gain YTD
How is profit/loss calculated?

Stock Alerts
1998	88 of 112 profitable
1999	87 of 121 profitable
2000	83 of 117 profitable
2001	93 of 134 profitable
2002	114 of 120 profitable
2003	105 of 106 profitable
2004	93 of 96 profitable
2005	60 of 64 profitable
2006	50 of 53 profitable
2007	62 of 62 profitable
2008	60 of 67 profitable
2009	82 of 87 profitable
2010	66 of 66 profitable
2011	84 of 87 profitable
2012	67 of 68 profitable
2013	61 of 61 profitable
2014	59 of 67 profitable
2015	59 of 71 profitable
2016	51 of 56 profitable
2017	34 of 38 profitable
2018	20 of 26 profitable
2019	23 of 24 profitable
2020	30 of 31 profitable
2021	13 of 14 profitable
2022	13 of 13 profitable
2023	17 of 18 profitable
2024	16 of 17 profitable
2025	2 of 2 profitable YTD
Why No Percentage Return For Alerts?

Past Results

Regular Portfolio

Stock Alerts