Historical Data

NOVEMBER STOCK PICKS

2026-10-31

November picks

OCTOBER PERFORMANCE

2026-10-30

AI portfolio did not fall as much as the index

SEPTEMBER PERFORMANCE

2026-10-01

AI portfolio performed slightly better than market

AUGUST PERFORMANCE

2026-09-01

August portfolio had a gain while the market was down.

JULY PERFORMANCE

2026-08-01

Decent return but trail the index

JUNE PERFORMANCE

2026-07-01

Our portfolio loss was significantly less than the market

MAY PERFORMANCE

2026-05-30

The AI Portfolio broke even for the month while the overall market was down.

APRIL PERFORMANCE

2026-04-30

April portfolio outperformed market again

MARCH PERFORMANCE

2026-04-06

March Performance is more volatile than market