LONG TERM RESULTS
While selling our stock selection when its price increases 5% produces healthy returns, another approach is to hold a selected stock for a longer period. The results below show the possible returns using this approach.
Maintaining a position for up to 2 years can result in progressively higher gains, doing better than the SPX would have done if purchased on the same date for all time periods.
% Of Selections Reaching 5% Target
86%
% Of Selections Reaching 5% Target
20%
Ave Max Rise Of SPX Over Same Period
13%
% Of Selections Reaching 5% Target
90%
Ave Max Rise Of Selected Stocks During This Time
27%
Ave Max Rise Of SPX Over Same Period
18%
% Of Selections Reaching 5% Target
92%
Ave Max Rise Of Selected Stocks During This Time
32%
Ave Max Rise Of SPX Over Same Period
23%
% Of Selections Reaching 5% Target
94%
Ave Max Rise Of Selected Stocks During This Time
44%
Ave Max Rise Of SPX Over Same Period
35%
% Of Selections Reaching 5% Target
96%
Ave Max Rise Of Selected Stocks During This Time
57%
Ave Max Rise Of SPX Over Same Period
49%
Stock Wealth Safely is proud of our results. We are transparent with our data and will continue to publish all of our selections. This allows you to independently verify our claims and perform your own calculations to determine how your own trading strategies would perform.
​
Definitions:
-
Date is when stock selected by SWS
-
Price is closing price on date of stock selection
-
5% rise is date when stock price increased by ≥ 5% above price at selection
-
Δ SPX is change in SPX from time of stock selection to the date the stock price rose ≥ 5%
-
6 months max is the maximum rise in the stock price with 6 months of selection
-
The columns for 12, 18, and 24 months show the maximum stock price gain for each of these times since selection