Percent Gains this Year:  4.00%

Of the many thousands of stock prices tracked by CW on a daily basis, only the most opportune stocks get added to active portfolios.  A highly diverse portfolio represents positive percent gains year after year, due to this mathematical approach to trading.


Portfolio as of Friday 03-03-2023

The Percentage reflects Profits of last year.

Ticket Name Percentage Gain/Loss
AAP ADVAUTO
MAJOR RETAILER-AUTO PARTS-HQ-ROANOKE, VA
-29.81%
Buy 11/23/2021
Gain -282.12
Dividend 13.50
AB ALLIANCBERNST
PROVIDE INVESTMENT MANAGEMENT SERVICES
-10.10%
Buy 9/1/2021
Gain -132.60
Dividend 35.40
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-13.44%
Buy 3/28/2022
Gain -74.75
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-7.63%
Buy 8/30/2021
Gain -100.50
Dividend 19.20
ACN ACCENTURE
MANAGEMENT/TECHNOLOGY CONSULTING SERVICES
-19.59%
Buy 11/8/2021
Gain -201.60
Dividend 8.36
AEL AM EQUITY
INSURANCE-HQ-DES MOINES, IA
-4.19%
Buy 11/8/2022
Gain -8.16
Dividend 4.32
AEP AM ELEC POWER
ELECTRIC UTILITY-HQ-COLUMBUS, OH
5.30%
Buy 6/17/2019
Sell 5/31/2022
Gain 58.80
Dividend 9.36
AIN ALBNYIN
PAPER MACHINE CLOTHING, HIGH PERFORMANCE DOORS
1.97%
Buy 11/9/2022
Gain 3.18
Dividend 1.50
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
18.53%
Buy 4/19/2021
Sell 4/29/2022
Gain 114.12
Dividend 2.72
AJG GALLAGHR
INSURANCE-HQ-ITASCA, ILLINOIS
-26.46%
Buy 1/30/2023
Gain -13.47
ALL ALLSTATE
LARGE INSURANCE CO-HQ-NORTHBROOK, IL
5.99%
Buy 1/18/2022
Gain 22.45
Dividend 17.00
ALLY ALLY FIN
FINANCIAL SERVICES-AUTO DEALERS/CUSTOMERS-HQ-MI
-47.63%
Buy 10/19/2021
Sell 9/23/2022
Gain -251.40
Dividend 9.00
AME AMETEK
ELECTRO-MECHANICAL PRODUCTS
11.67%
Buy 1/4/2023
Gain 10.48
AME AMETEK
ELECTRO-MECHANICAL PRODUCTS
4.10%
Buy 4/26/2021
Gain 34.60
Dividend 3.52
APD AIRPROD
GASES-OXYGEN, NITROGEN, HYDROGEN, HELIUM
3.51%
Buy 4/19/2021
Gain 13.62
Dividend 12.96
ATO ATMOS
NATURAL GAS UTILITIES-HQ-DALLAS, TX
1.74%
Buy 1/21/2020
Gain -12.15
Dividend 13.90
BCE BCE GS
TELECOMMUNICATIONS CO-HQ-QUEBEC, CANADA
4.08%
Buy 7/18/2016
Sell 4/25/2022
Gain 80.88
Dividend 8.01
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
-14.28%
Buy 12/20/2021
Gain -89.40
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
0.30%
Buy 1/4/2021
Gain -37.36
Dividend 19.12