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. 

6 Months.png

% Of Selections Reaching 5% Target    

86% 

% Of Selections Reaching 5% Target    

20% 

Ave Max Rise Of SPX Over Same Period

13% 

9 Months_Stock Wealth Safely.png

% Of Selections Reaching 5% Target  

91%

Ave Max Rise Of Selected Stocks During This Time    

27% 

Ave Max Rise Of SPX Over Same Period

18% 

12 Months_Stock Wealth Safely.png

% Of Selections Reaching 5% Target  

93%

Ave Max Rise Of Selected Stocks During This Time    

30% 

Ave Max Rise Of SPX Over Same Period

24% 

18 Months_Stock Wealth Safely.png

% Of Selections Reaching 5% Target  

93%

Ave Max Rise Of Selected Stocks During This Time    

42% 

Ave Max Rise Of SPX Over Same Period

35% 

24 Months_Stock Wealth Safely.png

% Of Selections Reaching 5% Target  

96%

Ave Max Rise Of Selected Stocks During This Time    

56% 

Ave Max Rise Of SPX Over Same Period

48% 

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