10-Stock Portfolio Performance Tracker

March 19, 2025 | Darryl H | Market Insights

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)

2025: 6.95% (3-Factor Portfolio) | -4.27% (S&P 500)