Performance
Stock Portfolio Performance (as of close Friday, 9/25/26)
| Portfolio | Inception Date | Performance | S&P 500 Benchmark | ||
| Since Inception |
This Quarter* |
Since Inception |
This Quarter* |
||
| Model | 11/19/18 | +321.71% | +6.00% | +187.78% | +0.46% |
| Aggressive | 5/19/19 | +222.79% | +3.39% | +170.79% | +0.46% |
* August 19, 2026 - November 19, 2026