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.

Our returns are better than the SPX over time:

6 Months Results:

We have followed 188 stocks for a minimum of 6 months. 89% have reached their 5% target within this time, achieving this goal in an average of 5.6 ± 5.2 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 3.6%.

The average maximum rise of the individual stocks during the 6 month interval is 19.2% compared with 12.9% if the SPX was purchased on the same day as the stock selection.

12 Months Results:

One year after selection, 89% of our 166 recommended stocks have gained at least 5%, and the average maximum rise is now 27.6% (SPX 22.3%).

18 Months Results:

We have data on 122 stocks with an 18 month follow up. 93% have reached the 5% target with the average maximum rise of 39.8% with SPX 29.4%

24 Months Results:

We have data on 80 stocks with a 24 month follow up. 95% of these stocks have reached the 5% target, and the average maximum rise is 53.4% versus 43.4% 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.