Percent Gains this Year:  14.72%

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 09-17-2021

The Percentage reflects Profits of last year.

Ticket Name Percentage Gain/Loss
ADBE ADOBESY
SOFTWARE-ELECTRONIC DOCUMENTS
40.50%
Buy 8/3/2020
Gain 409.28
ADP AUTODATA
LARGE PAYROLL/TAX FILING PROCESSOR
34.38%
Buy 4/20/2020
Sell 1/4/2021
Gain 129.94
Dividend 7.36
AEP AM ELEC POWER
ELECTRIC UTILITY-HQ-COLUMBUS, OH
-0.60%
Buy 6/17/2019
Gain -46.97
Dividend 17.52
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
12.47%
Buy 4/19/2021
Gain 31.68
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
29.88%
Buy 1/11/2021
Sell 9/15/2021
Gain 105.72
Dividend 7.92
AJG GALLAGHR
INSURANCE-HQ-ITASCA, ILLINOIS
27.07%
Buy 1/21/2020
Sell 1/4/2021
Gain 144.17
Dividend 5.40
ALG ALAMOGP
TRACTOR-MOUNTED MOWING, STREET SWEEPERS, ETC
9.72%
Buy 10/2/2017
Sell 1/27/2021
Gain 171.93
Dividend 1.35
AME AMETEK
ELECTRO-MECHANICAL PRODUCTS
-9.50%
Buy 4/26/2021
Gain -20.60
Dividend 0.80
APD AIRPROD
GASES-OXYGEN, NITROGEN, HYDROGEN, HELIUM
-21.66%
Buy 4/19/2021
Gain -52.84
Dividend 3.00
ATO ATMOS
NATURAL GAS UTILITIES-HQ-DALLAS, TX
-11.52%
Buy 1/21/2020
Gain -130.25
Dividend 12.27
AVB AVALONBAY
REIT-HIGH-END APARTMENTS-HQ-ARLINGTON, VA
6.46%
Buy 4/8/2019
Gain 49.71
Dividend 19.08
BAC BKOFAM
LARGE BANK-HQ-CHARLOTTE, NC
8.66%
Buy 5/14/2018
Sell 4/20/2021
Gain 109.16
Dividend 9.18
BCE BCE GS
TELECOMMUNICATIONS CO-HQ-QUEBEC, CANADA
6.12%
Buy 7/18/2016
Gain 18.61
Dividend 29.43
BKI BLAK KNIGHT
AUTOMATION, DATA ANALYTICS-MORTGAGE INDUSTRY
41.02%
Buy 6/1/2020
Sell 11/9/2020
Gain 97.29
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
12.93%
Buy 1/4/2021
Gain 52.44
Dividend 4.60
BRKR BRUKBIO
LIFE SCIENCE TOOLS-PHARMACEUTICAL, BIOTECH, ETC
67.43%
Buy 4/27/2020
Sell 1/27/2021
Gain 263.58
Dividend 0.56