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Part 3

How Does The 'Granny Shot' Work In Investing?

Since the inception of the 'Granny Shots' portfolio methodology, we have beat the S&P 500 by 4,260 bps since inception. On a YTD basis, the S&P 500 has returned 9.4% while our Granny Shots portfolio has returned 34.1%, more than three-fold of what the broader index did. YTD Granny Shots is beating the S&P 500 by 2,540 bps.

Our 'Granny Shots' portfolio selects stocks by aligning our tactical 6-12 month stock portfolios with our thematic strategic portfolios, which have a horizon o...

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Intermediate icon
Intermediate
How To Pick Stocks?
8 Lessons
~18 mins in total
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