Percent Gains this Year:  -5.05%

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 09-23-2022

The Percentage reflects Profits of last year.

Ticket Name Percentage Gain/Loss
AAP ADVAUTO
MAJOR RETAILER-AUTO PARTS-HQ-ROANOKE, VA
-35.46%
Buy 11/23/2021
Gain -216.03
Dividend 12.00
AB ALLIANCBERNST
PROVIDE INVESTMENT MANAGEMENT SERVICES
-18.21%
Buy 9/1/2021
Gain -141.30
Dividend 37.90
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-15.72%
Buy 8/30/2021
Gain -119.25
Dividend 14.00
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-31.94%
Buy 3/28/2022
Gain -93.50
ACN ACCENTURE
MANAGEMENT/TECHNOLOGY CONSULTING SERVICES
-32.92%
Buy 11/8/2021
Gain -218.00
Dividend 5.82
AEP AM ELEC POWER
ELECTRIC UTILITY-HQ-COLUMBUS, OH
6.96%
Buy 6/17/2019
Sell 5/31/2022
Gain 58.80
Dividend 18.48
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
19.83%
Buy 4/19/2021
Sell 4/29/2022
Gain 114.12
Dividend 10.72
ALL ALLSTATE
LARGE INSURANCE CO-HQ-NORTHBROOK, IL
3.29%
Buy 1/18/2022
Gain 8.05
Dividend 8.50
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
-11.31%
Buy 4/26/2021
Gain -91.08
Dividend 3.36
APD AIRPROD
GASES-OXYGEN, NITROGEN, HYDROGEN, HELIUM
-11.16%
Buy 4/19/2021
Gain -105.52
Dividend 9.48
ATO ATMOS
NATURAL GAS UTILITIES-HQ-DALLAS, TX
1.14%
Buy 1/21/2020
Gain -18.05
Dividend 13.33
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
-14.75%
Buy 12/20/2021
Gain -58.41
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
2.67%
Buy 1/4/2021
Gain 3.96
Dividend 14.08