Percent Gains this Year:  2.01%

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 01-27-2023

The Percentage reflects Profits of last year.

Ticket Name Percentage Gain/Loss
AAP ADVAUTO
MAJOR RETAILER-AUTO PARTS-HQ-ROANOKE, VA
-28.71%
Buy 11/23/2021
Gain -255.33
Dividend 16.50
AB ALLIANCBERNST
PROVIDE INVESTMENT MANAGEMENT SERVICES
-12.93%
Buy 9/1/2021
Gain -144.90
Dividend 35.40
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-5.65%
Buy 8/30/2021
Gain -72.85
Dividend 16.45
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-9.44%
Buy 3/28/2022
Gain -47.10
ACN ACCENTURE
MANAGEMENT/TECHNOLOGY CONSULTING SERVICES
-19.47%
Buy 11/8/2021
Gain -185.46
Dividend 8.06
AEL AM EQUITY
INSURANCE-HQ-DES MOINES, IA
48.44%
Buy 11/8/2022
Gain 53.76
Dividend 4.32
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
AIN ALBNYIN
PAPER MACHINE CLOTHING, HIGH PERFORMANCE DOORS
41.52%
Buy 11/9/2022
Gain 53.40
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
5.37%
Buy 1/18/2022
Gain 20.95
Dividend 12.75
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
4.28%
Buy 4/26/2021
Gain 34.48
Dividend 3.52
APD AIRPROD
GASES-OXYGEN, NITROGEN, HYDROGEN, HELIUM
7.33%
Buy 4/19/2021
Gain 52.36
Dividend 12.72
ATO ATMOS
NATURAL GAS UTILITIES-HQ-DALLAS, TX
2.64%
Buy 1/21/2020
Gain 4.00
Dividend 13.90
BCE BCE GS
TELECOMMUNICATIONS CO-HQ-QUEBEC, CANADA
5.50%
Buy 7/18/2016
Sell 4/25/2022
Gain 80.88
Dividend 15.67
BHLB BERKHBCP
BANK-HQ-PITTSFIELD, MA
23.40%
Buy 10/4/2021
Sell 2/28/2022
Gain 47.69
Dividend 2.28
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
-12.73%
Buy 12/20/2021
Gain -73.35
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
1.44%
Buy 1/4/2021
Gain -15.96
Dividend 16.60