RECENT WINNERS
Our returns are better than the SPX over time:
​
6 Months Results:
​
We have followed 236 stocks for a minimum of 6 months. 85% have reached their 5% target within this time, achieving this goal in an average of 5.5 ± 5.3 weeks from selection.
​
If the stock was sold that day for a 5% profit, the SPX bought and sold on the same days rose an average of 3.05%.
The average maximum rise of the individual stocks during the 6 month interval is 19% compared with 12% if the SPX was purchased on the same day as the stock selection.
​
12 Months Results:
​
One year after selection, 92% of our 229 recommended stocks have gained at least 5%, and the average maximum rise is now 32.0% (SPX 24%).
​
18 Months Results:
​
We have data on 194 stocks with an 18 month follow up. 94% have reached the 5% target with the average maximum rise of 44% with SPX 35%
​
24 Months Results:
​
We have data on 176 stocks with a 24 month follow up. 96% of these stocks have reached the 5% target, and the average maximum rise is 56% versus 48% for the SPX.
​
For all time periods, SWS has better performance than if the benchmark SPX was purchased at the same time as our selected stocks.
Stock Wealth Safely winners over the past 3 months are listed showing the date the 5% target was achieved, weeks held, the gain expressed as an annualized return.