In my blog last week, I reported the performance of the stock picks made for the month of September.  Today I will tell you how we did for the last 12 months that ended Q3. 

From October 1, 2023, to September 30, 2024 there were 320 recommendations made. Those picks include going long and short.  Of those 320, 199 reached its 2% goal while 33 lost 3%.  This represents a success ratio of 6.03:1 of winners to losers.  The remaining 88 fell into the range of gaining less than 2% to losing 3% or less.

Of the total 320 picks, 281 were going long in the market.  Of those 281, 174 gained 2% or more with an average gain of 3.27% per pick in 5.47 days.  The remaining 107 picks fell into the range of gaining less than 2% to losing less than or equal to 3% for an average loss of 1.6% per pick in 4.6 days.

There were 39 recommendations to short certain stocks.  Of those, 25 gained 2% or more for an average gain of 3.75% per pick in 4.12 days.  Fourteen failed to meet its goal and fell into the range of gaining less than 2% to losing 3% or less.  Those 14 had an average loss of 2.06% per pick in 2.14 days.

Of all the successful trades, there were 28 times when there was a 5% gain or more on that selection.

All combined, the 320 recommendations for the 12-month period had a net gain of 463.2% or 1.45% per pick in 4.94 days.  We strongly recommend that you diversify and not put more than 10% of your portfolio on one stock selection.  If you followed that guideline, you would realize an average gain of 0.145% per pick. 

 If you also used the 10% diversification factor you would not be able to take advantage of all 320 trades as there would be times there could be 15-20 recommendations active at one time.  Making a conservative estimate of 50% of the recommended picks, that would be 160 stocks at 0.145% per pick resulting in an annual return of 23.2%.  If you bought on margin, you could have realized an annual gain of 69.6%.

If you were able to make two-thirds of the total recommendations, that would be 214 picks at 0.145% per pick or 31% for the year and if was bought on margin you could have realized an annual gain of 93%.  With compounded interest you would have doubled your money on the stock market virtually risk free within a year which is my ultimate goal.

To see a spread sheet of all 320 picks, when they were bought and sold, how much they gained or lost, click on the attachment

12 Month Q3 Results

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This is my two percent goal to financial freedom, and I wish you well.

While the test data is overwhelmingly positive, there are risks with this type of investing and the author accepts no responsibility for any possible losses. 

Cheers,

 Al