10-Stock Portfolio Performance Tracker

March 19, 2025 | Darryl H | Market Insights

Investoristics 3-Factor 10-Stock Portfolio Performance Tracker

Performance (2000–2024)

3-Factor Portfolio Annualized Return: 19.16%
S&P 500 Annualized Return: 7.70%

Annual Performance (2025 and Beyond)

(Updated Daily for Current Year)

2026: 3.20 (3-Factor Portfolio) | 4.47 (S&P 500)
2025: 22.63 (3-Factor Portfolio) | 17.88 (S&P 500)