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Model Stock Portfolios - rebalanced monthly; Performance updated on: 26-Mar-2017

Super Stock Screener tracks 4 model portfolios consisting of 11-34 stocks in each. Since we launched back in 2007, in real-time they have drastically outperformed 99% of all mutual funds! Only our members can access the current holdings in each portfolio. Clicking on each portfolio name in the table below will bring you to a page that contains current holdings and all historical trades with actual gain and losses reported.

Please note, the table below demonstrates our real-time performance. Returns for periods longer than one year have been annualized.
Name 1 Day 1 Month YTD 3 Year* 5 Year* 7 Year* Incep.*
Small Cap -0.42% -6.46% -2.01% -3.58% 15.02% 13.36% 20.66%
iShares Russell 2000 (IWM) 0.19% -3.76% -0.08% 5.74% 10.79% 11.25% 7.19%
Name 1 Day 1 Month YTD 3 Year* 5 Year* 7 Year* Incep.*
Mid Cap 0.12% -3.05% -3.41% 16.02% 16.42% 16.86% 11.87%
SPDR S&P MidCap 400 (MDY) -0.15% -3.37% 1.85% 7.87% 11.64% 12.2% 8.67%
Name 1 Day 1 Month YTD 3 Year* 5 Year* 7 Year* Incep.*
Large Cap 0.00% -1.86% 0.58% 9.99% 11.24% 12.94% 8.97%
SPDR S&P 500 (SPY) -0.10% -1.47% 4.51% 8.34% 11.64% 11.72% 7.46%
Name 1 Day 1 Month YTD 3 Year* 5 Year* 7 Year* Incep.*
All Cap -0.09% -3.73% -1.50% 7.7% 14.46% 14.77% 14.08%
Vanguard Total Stock Market (VTI) -0.12% -1.82% 4.08% 7.85% 11.59% 11.82% 7.73%
*Returns for periods longer than one year are annualized

About Our Model Stock Portfolios

Our stock portfolios are baskets of mechanically generated high-quality stocks designed to outperform their respective benchmarks with low volatility. Portfolio performance is updated daily after the market closes. We make all historical transactions available for free. However, our current holdings are only available to our subscribers, learn more here.

The portfolios are rebalanced monthly and are equally weighted across all major sectors to reduce risk. The Large Cap, Mid Cap and Small Cap portfolios are each comprised of 11-12 stocks. The All Cap portfolio stocks from the other portfolios to increase diversification. Please note that only companies classified as a Strong Buy in our Rating System will be considered for investment.

To get access to our current portfolio holdings and be advised of future changes, please register here.

We provide historical performance for each portfolio. Note that prior to July 2006, performance relies on historical testing; subsequent returns are based on real-time recommendations.

To learn more about the model behind the Super Stock Screener Rating System, and its track record, read our Rating System's Methodology.

Build a Stock Portfolio That Beats the Market

Simply follow our model portfolios to in order to beat the market in any condition - bull or bear market. For example, click the following link to see how our small cap portfolio has regained its value much faster than the broad market during the last two largest market meltdowns (2008 and 2011): How Our Small Cap Portfolio Beat the Market in 2008 and 2011.

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Stock Portfolios Tutorial

Click the following link to watch the tutorial about how to use the model stock portfolios:

Stock Portfolios Tutorial


Please note that all recommendations are based on our model's results and do not represent our personal opinion. The stock Rating process is purely mechanical.

All analysis relies on publicly available financial information. Learn More