This is a model stock portfolio comprised of real investments made on the 1st trading day of each week. Portfolio returns as of May 1, 2026: +18.82% per year versus 14.51% for S&P 500 (Large-Cap Companies) equal weight.
Professor (finance & accounting). Researching, developing, and testing investment strategies (with the goal of beating the market) for 25+ years. Ex-military.
The number of free subscribers for Dividend Growth Stock Portfolio (by BeatTheStockMarket.com) over time since it was added to the directory.
Daily trade ideas and technical analysis built around the Wheel Strategy, with a focus on selling cash-secured puts, covered calls, and premium income, prioritizing consistency, discipline, and smart risk management with a probability-driven approach.
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