
This is a model stock portfolio comprised of real investments made on the 1st trading day of each week. Portfolio returns as of June 5, 2026: +18.26% per year versus 15.69% for S&P 500 (Large-Cap Companies) equal weight.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 217 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||

Wide-Moat Stock Portfolio
In the screenshots below are the wide-moat stocks we are buying this week for our Wide-Moat Stock Portfolio.
4.48% Portfolio Yield Based on Our Investments. Additional Investments Made Weekly.
Note: all proceeds from this publication will go toward college scholarships for the next three years (through 2029).
Investments Made Weekly On First Trading Day of the Week
Note: all proceeds from this publication will go toward college scholarships for the next three years (through 2029).
Investments Made Weekly On First Trading Day of the Week
Note: all proceeds from this publication will go toward college scholarships for the next three years (through 2029).
Wide-Moat Stock Portfolio
In the screenshots below are the wide-moat stocks we are buying this week for our Wide-Moat Stock Portfolio.
Subscribers, engagement, traffic and sponsorship for Dividend Growth Stock Portfolio.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
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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