top of page


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.

bottom of page