Percent Gains this Year:  3.52%

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 11-11-2022

The Percentage reflects Profits of last year.

Ticket Name Percentage Gain/Loss
AAP ADVAUTO
MAJOR RETAILER-AUTO PARTS-HQ-ROANOKE, VA
-18.14%
Buy 11/23/2021
Gain -138.36
Dividend 16.50
AB ALLIANCBERNST
PROVIDE INVESTMENT MANAGEMENT SERVICES
-13.75%
Buy 9/1/2021
Gain -131.30
Dividend 37.90
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-11.43%
Buy 8/30/2021
Gain -102.20
Dividend 14.00
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-20.50%
Buy 3/28/2022
Gain -76.45
ACN ACCENTURE
MANAGEMENT/TECHNOLOGY CONSULTING SERVICES
-20.63%
Buy 11/8/2021
Gain -159.82
Dividend 5.82
AEP AM ELEC POWER
ELECTRIC UTILITY-HQ-COLUMBUS, OH
6.15%
Buy 6/17/2019
Sell 5/31/2022
Gain 58.80
Dividend 14.04
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
18.97%
Buy 4/19/2021
Sell 4/29/2022
Gain 114.12
Dividend 5.44
ALL ALLSTATE
LARGE INSURANCE CO-HQ-NORTHBROOK, IL
10.46%
Buy 1/18/2022
Gain 42.25
Dividend 12.75
ALLY ALLY FIN
FINANCIAL SERVICES-AUTO DEALERS/CUSTOMERS-HQ-MI
-47.18%
Buy 10/19/2021
Sell 9/23/2022
Gain -251.40
Dividend 11.50
AME AMETEK
ELECTRO-MECHANICAL PRODUCTS
2.34%
Buy 4/26/2021
Gain 14.28
Dividend 3.44
APD AIRPROD
GASES-OXYGEN, NITROGEN, HYDROGEN, HELIUM
1.75%
Buy 4/19/2021
Gain 0.98
Dividend 9.48
ATO ATMOS
NATURAL GAS UTILITIES-HQ-DALLAS, TX
0.99%
Buy 1/21/2020
Gain -22.25
Dividend 13.60
AVB AVALONBAY
REIT-HIGH-END APARTMENTS-HQ-ARLINGTON, VA
9.27%
Buy 4/8/2019
Sell 1/21/2022
Gain 117.83
Dividend 14.31
BCE BCE GS
TELECOMMUNICATIONS CO-HQ-QUEBEC, CANADA
6.94%
Buy 7/18/2016
Sell 4/25/2022
Gain 80.88
Dividend 23.44
BHLB BERKHBCP
BANK-HQ-PITTSFIELD, MA
23.84%
Buy 10/4/2021
Sell 2/28/2022
Gain 47.69
Dividend 4.56
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
-2.03%
Buy 1/4/2021
Gain -53.84
Dividend 16.60
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
-21.84%
Buy 12/20/2021
Gain -101.76