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Granny Shots Performance

The best of the best

Thomas J. Lee

HEAD OF RESEARCH

Tom Lee’s 2022 Outlook

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 ( July )

S&P 500 ( SPX )
Decreased by -8.16%
Granny Shots Allocation
Decreased by -9.47%
Granny Shots vs Index
Decreased by -1.31%

Performance period: July 01, 2022 through July 01, 2022

Year to Date Granny Shots Performance

S&P 500 ( SPX )
Decreased by -20.38%
Granny Shots Allocation
Decreased by -18.09%
Granny Shots vs Index
Increased by 2.29%

Performance period: January 01, 2022 through July 01, 2022

Inception to Date Granny Shots Performance ( January 10, 2019 )

S&P 500 ( SPX )
Increased by 46.15%
Granny Shots Allocation
149.80%
Granny Shots vs Index
Increased by 61.40%

Performance period: January 10, 2019 through July 01, 2022

Granny Shots Performance ( July )

Performance period: July 01, through July 01, 2022

Year to Date Granny Shots Performance

  • Granny Shots Allocation
  • S&P 500

Performance period: January 01, 2022 through July 01, 2022

Inception to Date Granny Shots Performance ( 10 of January 2019 )

  • Granny Shots Allocation
  • S&P 500

Performance period: January 10, 2019 through July 01, 2022