Explore our Curated Watchlists, updated Monthly to keep you to informed of current Stock Performance, Price Action, and Price Trends for specific Ticker Symbols.
Being aware of the current Stock Performance, Price Action, and Price Trends for specific Ticker Symbols will facilitate your opportunity to identify Investible Stock Targets
Monthly Watchlists
BUY & HOLD PORTFOLIO STOCK PRICE ANALYTICS WATCHLIST M0NTHLY & YTD PERFORMANCE SUMMARY FOR THE PERIOD 1 TO 31 MAY 2026
An Analysis and Commentary of the Performance of the 66 Stocks in the four Stock Price Analytics Watchlists for Mayy 2026 and Year-to-Date performance Results between 1 January 2026 to 31 May 2026 for all 66 Stocks.
May was a high‑dispersion, right‑skewed month: Median Watchlist stocks returned 10.19% versus a 15.59% Mean, with a few extreme AI/semis/cyber winners dominating performance, (maximum May Return 87.29%), compared to a S&P 500 (SPX / ^GSPC) May Return of 4.84%.
Technology and Industrials led, supported by Materials and fintech/crypto‑adjacent Financials, while classic defensives, (staples, utilities, legacy comms), generally lagged in a Risk‑On Tape.
A Sector‑Balanced 10‑stock Portfolio model keeps top AI/semis/cyber leaders but deliberately adds Industrials, Materials, Health Care, and Financials names to broaden Factor and Sector Breadth, (See: Part 12).
A rules‑based 8‑week Momentum framework consisting of Trend plus ROC/RSI filters, pullback/breakout entries, mechanical exits and profit‑locks, is specified for both a high‑beta growth 10 Stock Portfolio, (See: Part 13); and a lower‑vol/high‑quality core 10 Stock Portfolio, (See: Part 22).
A monthly four‑step process: (Start with Histogram; Validate with Box Plot; Combine insights; Execute position‑sizing and risk rules), is proposed as a repeatable risk‑review monthly stock strategy Playbook. For May, this Playbook supports maintaining moderate position sizes and allowing Right‑Tail winners to run.
BUY & HOLD PORTFOLIO STOCK PRICE ANALYTICS WATCHLIST M0NTHLY & YTD PERFORMANCE SUMMARY FOR THE PERIOD 1 TO 28 FEBRUARY 2026
An Analysis and Commentary of the Performance of the 66 Stocks in the four Stock Price Analytics Watchlists for February 2026 and Year-to-Date performance Results between 1 January 2026 to 28 February 2026 for all 66 Stocks.
Also included in the Report is an investment strategy for all Buy & Hold Investors based on the performance of the 66 Stocks in February 2026.
The Report also contains an explanation of, (see; pp. 5 to 10): Why Outlier Volatility appears in Investment Returns Data; How “Outlier Volatility” can destroy original investment capital, and; How to use the VIX “Fear Gauge” to improve investment decision-making.
February Performance Results are significantly worse than January performance Results; yet profit can still be realized by investors whom exercise knowledgeable, informed, and prudent investment decision-making.