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This is a model stock portfolio comprised of real investments made on the 1st trading day of each week. Portfolio returns as of May 29, 2026: +19.27% per year versus 15.42% for S&P 500 (Large-Cap Companies) equal weight.
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Professor (finance & accounting). Researching, developing, and testing investment strategies (with the goal of beating the market) for 25+ years. Ex-military.
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