Granny Shots Performance
The best of the best
Thomas J. Lee
Head of Global Portfolio Strategy & Asset Allocation
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