Portfolios - 7investing

Q3 2023 Best Buys Portfolio

This portfolio tracks the performance of 7investing's Best Buy stocks as chosen by our Lead Advisor team each month in Q3 2023.

Total Current Value$65,701.68
Total Cost Basis$74,599.00
Avg. Total Return-11.93%
Avg. S&P 500 Return-4.36%
Avg. vs S&P Return-7.56%

Q2 2023 Best Buys Portfolio

This portfolio tracks the performance of 7investing's Best Buy stocks as chosen by our Lead Advisor team each month in Q2 2023.

Total Current Value$99,300.02
Total Cost Basis$105,000.00
Avg. Total Return-5.43%
Avg. S&P 500 Return+1.41%
Avg. vs S&P Return-6.84%

Q1 2023 Best Buys Portfolio

This portfolio tracks the performance of 7investing's Best Buy stocks as chosen by our Lead Advisor team each month in Q1 2023.

Total Current Value$143,959.36
Total Cost Basis$105,000.00
Avg. Total Return+37.10%
Avg. S&P 500 Return+8.12%
Avg. vs S&P Return+28.99%

7investing Strong Buy Portfolio – October 2022

A $100,000 equally weighted portfolio of our 20 highest-conviction stocks, circa October 7, 2022.

Total Current Value$128,903.68
Total Cost Basis$100,000.00
Avg. Total Return+28.90%
Avg. S&P 500 Return+17.70%
Avg. vs S&P Return+11.20%

7investing Strong Buy Portfolio – July 2022

A $100,000 equally weighted portfolio of our 20 highest-conviction stocks, circa July 7, 2022.

Total Current Value$118,943.26
Total Cost Basis$100,000.00
Avg. Total Return+18.94%
Avg. S&P 500 Return+10.51%
Avg. vs S&P Return+8.43%

7investing Consolidated Best Buys Portfolio

A consolidated portfolio of all our current and previous Best Buy Portfolio stock picks to date.

Total Current Value$532,834.52
Total Cost Basis$456,067.00
Avg. Total Return+16.83%
Avg. S&P 500 Return+7.92%
Avg. vs S&P Return+8.91%

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