Percent Gains this Year:  -9.32%

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 05-13-2022

The Percentage reflects Profits of last year.

Ticket Name Percentage Gain/Loss
AAP ADVAUTO
MAJOR RETAILER-AUTO PARTS-HQ-ROANOKE, VA
-43.57%
Buy 11/23/2021
Gain -151.86
Dividend 7.50
AB ALLIANCBERNST
PROVIDE INVESTMENT MANAGEMENT SERVICES
-31.41%
Buy 9/1/2021
Gain -133.20
Dividend 21.80
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-11.84%
Buy 8/30/2021
Gain -56.45
Dividend 4.60
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-35.42%
Buy 3/28/2022
Gain -30.70
ACN ACCENTURE
MANAGEMENT/TECHNOLOGY CONSULTING SERVICES
-47.45%
Buy 11/8/2021
Gain -186.70
Dividend 1.94
ADBE ADOBESY
SOFTWARE-ELECTRONIC DOCUMENTS
33.94%
Buy 8/3/2020
Sell 9/22/2021
Gain 347.14
AEP AM ELEC POWER
ELECTRIC UTILITY-HQ-COLUMBUS, OH
6.20%
Buy 6/17/2019
Gain 46.63
Dividend 18.24
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
18.09%
Buy 4/19/2021
Sell 4/29/2022
Gain 114.12
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
31.35%
Buy 1/11/2021
Sell 9/15/2021
Gain 105.72
Dividend 16.00
ALL ALLSTATE
LARGE INSURANCE CO-HQ-NORTHBROOK, IL
-0.79%
Buy 1/18/2022
Gain -3.05
Dividend 4.25
ALLY ALLY FIN
FINANCIAL SERVICES-AUTO DEALERS/CUSTOMERS-HQ-MI
-49.75%
Buy 10/19/2021
Gain -162.70
Dividend 5.50
AME AMETEK
ELECTRO-MECHANICAL PRODUCTS
-11.82%
Buy 4/26/2021
Gain -71.68
Dividend 3.28
APD AIRPROD
GASES-OXYGEN, NITROGEN, HYDROGEN, HELIUM
-15.08%
Buy 4/19/2021
Gain -100.76
Dividend 6.00
ATO ATMOS
NATURAL GAS UTILITIES-HQ-DALLAS, TX
0.99%
Buy 1/21/2020
Gain -17.20
Dividend 13.06
AVB AVALONBAY
REIT-HIGH-END APARTMENTS-HQ-ARLINGTON, VA
10.83%
Buy 4/8/2019
Sell 1/21/2022
Gain 117.83
Dividend 23.85
BCE BCE GS
TELECOMMUNICATIONS CO-HQ-QUEBEC, CANADA
8.36%
Buy 7/18/2016
Sell 4/25/2022
Gain 80.88
Dividend 31.09
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
-4.93%
Buy 1/4/2021
Gain -57.88
Dividend 11.90
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
-48.55%
Buy 12/20/2021
Gain -104.79