Portfolio

Portfolio

Welcome to our Picks Portfolio. Returns are updated daily for transparency. Our performance metric reflects the average return per closed pick, providing a clear and consistent measure of results. The S&P 500’s long-term historical average annual return is included as a benchmark for comparison. Data reflects performance since our inception on January 1st, 2024.

10.46%

S&P 500 Average Annual Return

32.89%

Our Average Return Per Pick

Long-Term Picks

Our long-term picks are designed for sustained growth, contributing to the cumulative return over time. These picks are carefully selected for their potential to provide consistent, long-term value.

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Company Ticker

Recommendation Price ($)

Recommendation Date

Current Price ($)

Change (%)

Target Price ($)

CRM

258.42

August 1, 2025

264.91

2.51

345.28

JD

32.60

July 1, 2025

28.70

11.96

44.01

ADBE

356.70

September 1, 2025

344.99

3.28

463.71

LNTH

54.90

September 1, 2025

66.55

21.22

71.37

TXT

84.49

October 1, 2025

87.17

3.17

105.41

ELV

323.12

October 1, 2025

350.55

8.49

431.84

PFE

24.65

November 1, 2025

24.90

1.01

30.74

DVN

32.49

November 1, 2025

36.38

11.97

45.42

ORCL

201.95

December 1, 2025

194.91

3.49

302.56

FCX

50.79

January 1, 2025

50.79

0.00

65.81


Short-Term Picks

Our short-term picks aim to outperform the S&P 500 on a monthly basis by addressing market volatility. These returns are not included in the cumulative total due to their focus on short-term market fluctuations.

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Asset Ticker

Recommendation Price ($)

Recommendation Date

Current Price ($)

Change (%)

Target Price ($)

GLD

387.88

December 1, 2025

396.31

2.17

395.63