One stock per quarter. Hold 25 years.
This is a public log of long-term equity picks, tracked against the S&P 500 Total Return index.
Read the methodology →Each quarter, one stock gets picked and held for 25 years. The same fixed dollar amount goes into the pick and into the S&P 500 Total Return index on the same date. No rebalancing means each position is held at its original lot size. Returns include dividends reinvested.
The short list of the four stocks that made serious consideration each quarter is sent to subscribers. The top pick is always public.
Picks
| Quarter | Ticker | Entry Date | Entry Price | Current Price | Cum. Return | CAGR * | S&P 500 TR | Alpha | Detail |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | WSO | Sep 30, 2025 | $397.76 | $409.09 | +2.8% | — | +2.6% | +0.3% | View → |
| 2025 Q4 | NVR | Dec 31, 2025 | $7,292.77 | $6,750.04 | -7.4% | — | -0.1% | -7.4% | View → |
| 2026 Q1 | DHR | Mar 26, 2026 | $187.65 | $189.61 | +1.0% | — | +5.3% | -4.3% | View → |
* CAGR shown only after 1 year of data to avoid misleading annualization. Returns shown are total return assuming reinvestment of dividends. Stock series use adjusted close prices. Benchmark is S&P 500 Total Return index (^SP500TR). Data updated daily after market close. Last updated: Apr 13, 2026, 1:35 AM ET
Portfolio
Assumes $1,000 invested per quarter
| Total Invested | Portfolio Value | Benchmark Value | Portfolio TR% | S&P 500 TR% | Alpha | Portfolio CAGR |
|---|---|---|---|---|---|---|
| $3,000 | $2,965 | $3,078 | -1.2% | +2.6% | -3.8% | — |
Questions about the methodology or a pick? Get in touch.