HomeJPI portfolios, year by year

JPI portfolios, year by year

The 2 JPI methods (Fair / Risk +) each year-start since 2015 · top 20 out of ~1,500 stocks · real 12-month result · Updated 2026-08-28
In short — each year-start since 2015, the 2 JPI methods (🎯 Fair, ⚡ Risk +) each pick 20 stocks out of ~1,500 (reliable-analyst targets) held 12 months. The Fair method beat the index in 8 of 11 years. Click a year to see the 20 stocks of each method and their real result.
🔴 Live — 2026: the current-year portfolio, tracked live — all 2 methods, live prices →
Year🎯 Fair⚡ Risk+S&P 500Top pick
2025+40%+76%+16%VSAT +305%
2024+10%+4%+23%UAL +135%
2023+32%+48%+24%ARLO +171%
2022-11%-10%-19%OXY +117%
2021+33%+42%+27%SYNA +200%
2020+14%+12%+16%ALRM +141%
2019+43%+46%+29%BOOT +162%
2018+6%+2%-6%GKOS +119%
2017+17%+31%+19%VRTX +103%
2016+15%+21%+10%OKE +133%
2015+8%+8%-1%LMAT +126%
💡 Honest: there are strong years (2019, 2023, 2025) and bad ones (2018, 2022). The full record is in the 11-year backtest (+19.8%/yr vs +11.5% for the S&P 500, but lumpy). Not a buy recommendation.

📊 See the full 11-year backtest →

FAQ

Can I see the recommended stocks each year?

Yes: for each year since 2015 we show the 20 stocks the JPI Fair method would have picked on Jan 1 (using only prior info), and their real 12-month return. Click a year in the table.

Does the method beat the market every year?

No. Over 11 years it beat the S&P 500 8 times. Some years are negative (2018, 2022). It's lumpy — the edge shows over time, not every year.

Where's the full record?

On the Backtests page: over 11 years (2015-2025) the JPI Fair method returned +19.8%/yr vs +11.5% for the S&P 500 — $100,000 becomes $728,916 instead of $332,028 — every year everything is sold and the whole amount, gains included, goes into the next selection. JPI Risk + reaches +22.1%/yr. Per-method detail and risk/return ratio on the page.

What is JPI Invest?

JPI Invest aggregates analyst recommendations across the entire S&P 500 (plus the S&P MidCap 400), replays them against real prices and measures who predicts best — on results, not reputation. Instead of taking a price target at face value, you see each analyst's track record on each stock.

Explore JPI Invest for free → How it works: the method →

⚠️ Educational, not advice. Point-in-time backtest, survivorship bias. Past performance ≠ future. · Updated 2026-08-28
JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)