This article is part of a series that tracks the performance of three portfolios created in September 2025.
The three stock portfolio (+16.5%) continues to lead the pack, measuring the returns of the portfolios since they were created. It’s ahead of the core and satellite (+12.3%) and is dominating the US super 10 (+3.2%):
It’s a good example of straightforward approach paying off, and shows that successful investing does not have to be a complex...

This article discusses the performance of three model portfolios.
Diversification is the risk management tool available to almost every investor. Portfolios that are more diversified are generally lower risk. Portfolios that are less diversified are usually higher risk, yet that can mean they deliver higher rewards. And that’s the story this week with the 3 stock portfolio (+10.35%).
Not only is the 3 stock portfolio leading the core and satel...

Key Takeaways (AI-Generated)
Financial Performance:
- JPMorgan reported Q4 net income of $13 billion and EPS of $4.63, with an ROTCE of 18%.
- Full year net income stood at $57.5 billion with an EPS of $20.18, and ROTCE of 20%.
- Revenue for Q4 was $46.8 billion, showing a 7% increase year-on-year, driven by higher markets revenue, asset management fees, and auto lease income.
- The standardized CET1 ratio concluded the quarter at 14.5%, down 30 basi...

Hi, mooers!
A new chapter unfolds as we enter the vibrant and promising year 2026. We invite you to participate in our time capsule activity and share your investment outlook for 2026!
Answer 4 time capsule questions in discussion:
1. I believe the XXX index will be in the ____ range at this time in 2026
2. The thematic sector/individual stock I'm most optimistic about for 2026 is ____, because ____,
3. My 3 iron-clad rules for tr...