Percent Gains this Year:  6.82%

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 08-19-2022

The Percentage reflects Profits of last year.

Ticket Name Percentage Gain/Loss
AAP ADVAUTO
MAJOR RETAILER-AUTO PARTS-HQ-ROANOKE, VA
-13.16%
Buy 11/23/2021
Gain -76.47
Dividend 12.00
AB ALLIANCBERNST
PROVIDE INVESTMENT MANAGEMENT SERVICES
-9.94%
Buy 9/1/2021
Gain -79.90
Dividend 30.80
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-10.50%
Buy 8/30/2021
Gain -72.40
Dividend 9.30
ABT ABTLAB
MEDICAL SUPPLIES/AGRICULTURE/CHEMICAL PRODUCTS
-19.81%
Buy 3/28/2022
Gain -46.65
ACN ACCENTURE
MANAGEMENT/TECHNOLOGY CONSULTING SERVICES
-18.48%
Buy 11/8/2021
Gain -109.42
Dividend 3.88
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
6.96%
Buy 6/17/2019
Sell 5/31/2022
Gain 58.80
Dividend 18.48
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
18.09%
Buy 4/19/2021
Sell 4/29/2022
Gain 114.12
AIZ ASSURANT
LARGE INSURANCE CO-HQ-NEW YORK, NEW YORK
30.39%
Buy 1/11/2021
Sell 9/15/2021
Gain 105.72
Dividend 10.72
ALL ALLSTATE
LARGE INSURANCE CO-HQ-NORTHBROOK, IL
10.47%
Buy 1/18/2022
Gain 32.80
Dividend 8.50
ALLY ALLY FIN
FINANCIAL SERVICES-AUTO DEALERS/CUSTOMERS-HQ-MI
-41.68%
Buy 10/19/2021
Gain -197.80
Dividend 8.50
AME AMETEK
ELECTRO-MECHANICAL PRODUCTS
-2.97%
Buy 4/26/2021
Gain -25.52
Dividend 3.36
APD AIRPROD
GASES-OXYGEN, NITROGEN, HYDROGEN, HELIUM
-4.71%
Buy 4/19/2021
Gain -48.54
Dividend 9.24
ATO ATMOS
NATURAL GAS UTILITIES-HQ-DALLAS, TX
3.28%
Buy 1/21/2020
Gain 14.30
Dividend 13.33
AVB AVALONBAY
REIT-HIGH-END APARTMENTS-HQ-ARLINGTON, VA
10.05%
Buy 4/8/2019
Sell 1/21/2022
Gain 117.83
Dividend 19.08
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
1.84%
Buy 12/20/2021
Gain 6.36
BR BROADRIDGE FIN
TECH-BASED OUTSOURCING-HQ-LAKE SUCCESS, NY
11.37%
Buy 1/4/2021
Gain 90.32
Dividend 14.08