10-Stock Portfolio Performance Tracker

Investoristics 3-Factor 10-Stock Portfolio Performance Tracker

Performance (2001–2024)

• 3-Factor Portfolio Annualized Return: 15.3%  (See March 19, 2025 Strategy Article)
• S&P 500 Annualized Return: 8.47%

Annual Performance (2025 and Beyond)

(Updated Daily for Current Year)

1. 2025: 2.35% (3-Factor Portfolio) | -3.34% (S&P 500)