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Granny Shots Performance

The best of the best

Thomas J. Lee

Head of Global Portfolio Strategy & Asset Allocation

Lee

Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.

Granny Shots Performance

Nothing speaks louder in the world of investing than performance. Basketball metaphors aside, our investing product is delivering superior returns to our subscribers. It has consistently outperformed S&P 500. Our ‘Granny Shots’ stock picking product is a tangible way to outperform the market without the mountains of work required to evaluate individual stocks. We’re happy to do it for you.

The criteria for stock selection is pretty simple for a product with such significant outperformance; we pick stocks that appear in more than one of our six tactical and strategic thematic investing portfolios. We update performance and selections quarterly. We believe that the efficacy of our methodology for portfolio-selection speaks for itself and is well-worth the cost of subscribing to Granny Shots insight.

Granny Shots Performance ( September )

S&P 500 ( SPX )
Decreased by -4.07%
Granny Shots Allocation
Decreased by -3.69%
Granny Shots vs Index
Increased by 0.38%

Note: Performance period: September 01, 2021 through September 29, 2021

Year to Date Granny Shots Performance

S&P 500 ( SPX )
Increased by 15.70%
Granny Shots Allocation
Increased by 20.69%
Granny Shots vs Index
Increased by 4.98%

Note: Performance period: October 01, 2021 through September 29, 2021

Inception to Date Granny Shots Performance ( 1st of October 2019 )

S&P 500 ( SPX )
75.59%
Granny Shots Allocation
135.37%
Granny Shots vs Index
Increased by 59.78%

Note: Performance period: October 01, 2020 through September 29, 2021

Granny Shots Performance ( September )

Note: Performance period: September 01, through September 29, 2021

Year to Date Granny Shots Performance

  • Granny Shots Allocation
  • S&P 500

Note: Performance period: January 01, 2021 through September 29, 2021

Inception to Date Granny Shots Performance ( 1st of October 2020 )

  • Granny Shots Allocation
  • S&P 500

Note: Performance period: October 01, 2020 through September 29, 2021

Ticker Name Daily Change Last 2021 Performance vs S&P since added Date Added
^SPX S&P 500 INDEX -0.49% 4,345.90 15.70% 0 2021-01-29
AAPL Apple Inc. 0.96% $145.84 12.70% 111.94% 5 2019-10-01
MSFT Microsoft Corporation 0.67% $298.70 37.21% 56.15% 4 2019-12-13
GOOG Alphabet Inc. 0.64% $2,818.80 63.10% 86.10% 4 2019-10-01
PG Procter & Gamble Company (The) -0.29% $143.40 4.68% -5.16% 3 2021-01-29
CSCO Cisco Systems, Inc. -0.43% $55.52 26.30% -31.51% 3 2019-10-01
NTAP NetApp, Inc. -1.14% $88.14 33.75% 13.21% 2 2021-07-29
UPS United Parcel Service, Inc. 0.69% $185.12 8.03% -1.83% 2 2021-07-29
REGN Regeneron Pharmaceuticals, Inc. -4.98% $605.00 25.30% 16.69% 2 2021-04-18
CLX Clorox Company (The) -2.08% $161.56 -20.12% -9.98% 2 2021-07-29
GILD Gilead Sciences, Inc. -1.14% $71.25 19.88% 3.65% 2 2021-04-18
CL Colgate-Palmolive Company -0.60% $76.30 -10.67% -6.99% 2 2021-07-29
BIIB Biogen Inc. -1.19% $286.00 17.72% 1.91% 2 2021-04-18
QRVO Qorvo, Inc. 0.67% $173.57 5.46% -12.28% 2 2021-04-18
QCOM QUALCOMM Incorporated 0.32% $133.02 -10.42% 78.97% 2 2019-04-04
NVDA NVIDIA Corporation 2.76% $219.55 68.17% 356.91% 2 2019-10-01
TGT Target Corporation -0.36% $241.50 34.46% -6.05% 2 2021-07-29
LOW Lowe's Companies, Inc. 0.41% $208.91 28.92% 9.55% 2 2021-07-29
AMZN Amazon.com, Inc. 0.84% $3,379.25 6.04% 46.89% 2 2019-10-01
PSX Phillips 66 2.38% $67.02 -3.00% -18.40% 2 2021-04-18
TSLA Tesla, Inc. 1.07% $751.50 2.98% 1,387.81% 2 2019-10-01
GRMN Garmin Ltd. -1.52% $164.95 38.85% 47.42% 2 2019-10-01
PM Philip Morris International Inc -1.34% $100.00 22.70% -19.32% 2 2019-10-01
BF-B Brown Forman Inc -1.20% $68.49 -12.23% -39.20% 2 2019-10-01
AXP American Express Company 1.01% $167.30 41.73% -4.45% 2 2019-10-01
PYPL PayPal Holdings, Inc. 0.70% $272.34 17.43% 117.81% 2 2019-10-01
XLNX Xilinx, Inc. -0.04% $152.30 6.93% 17.66% 2 2019-10-01

^Prices as of: 2021-09-14 11:36:07

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