Portfolios by year2026

JPI portfolio 2026: the 20 stocks tracked live

3 JPI methods (Light / Fair / Risk +) · selected early January 2026, held and tracked in real time · S&P 500 · Updated 2026-07-08
In short — since early 2026, the 3 JPI methods each track 20 S&P 500 stocks (reliable-analyst targets), held unchanged. So far: 🟢 Light +16% · 🎯 Fair +17% · ⚡ Risk+ +43% — vs +9% for the S&P 500. Year in progress — not a final result.

These are the early-2026 picks, frozen (chosen with only info known by end of 2025) then tracked live and in the open. For the interactive version (all 3 methods, evolution chart, prices updated daily) → the button below.

🟢 JPI Light +16% · vs S&P 500 +9% · +6.7 pts

#StockReturn so far
1MU Micron Technology+242%
2DDOG Datadog+92%
3CRWD CrowdStrike+66%
4MPWR Monolithic Power Systems+42%
5FDX FedEx+35%
6GRMN Garmin+18%
7COST Costco+10%
8AMZN Amazon+5%
9NVDA Nvidia+5%
10V Visa Inc.+3%
11PGR Progressive Corporation+2%
12NWSA News Corp (Class A)+2%
13MA Mastercard-5%
14UBER Uber-9%
15NFLX Netflix-17%
16COIN Coinbase-27%
17ORCL Oracle Corporation-28%
18ADSK Autodesk-30%
19CRM Salesforce-37%
20TTD Trade Desk (The)-50%

🎯 JPI Fair +17% · vs S&P 500 +9% · +7.3 pts

#StockReturn so far
1MRVL Marvell Technology+189%
2MRNA Moderna+171%
3DDOG Datadog+92%
4GNRC Generac+85%
5CRWD CrowdStrike+66%
6NVDA Nvidia+5%
7NWSA News Corp (Class A)+2%
8SWKS Skyworks Solutions-1%
9VST Vistra Corp.-6%
10MOS Mosaic Company (The)-12%
11VEEV Veeva Systems-14%
12CMCSA Comcast-15%
13NFLX Netflix-17%
14FISV Fiserv-22%
15PYPL PayPal-22%
16COIN Coinbase-27%
17ORCL Oracle Corporation-28%
18GDDY GoDaddy-29%
19CHTR Charter Communications-34%
20TTD Trade Desk (The)-50%

⚡ JPI Risk + +43% · vs S&P 500 +9% · +33.4 pts

#StockReturn so far
1MU Micron Technology+242%
2STX Seagate Technology+198%
3MRVL Marvell Technology+189%
4MRNA Moderna+171%
5DDOG Datadog+92%
6GNRC Generac+85%
7CRWD CrowdStrike+66%
8TPL Texas Pacific Land Corporation+42%
9NVDA Nvidia+5%
10AES AES Corporation+2%
11SWKS Skyworks Solutions-1%
12NCLH Norwegian Cruise Line Holdings-11%
13MOS Mosaic Company (The)-12%
14FISV Fiserv-22%
15PYPL PayPal-22%
16COIN Coinbase-27%
17ORCL Oracle Corporation-28%
18GDDY GoDaddy-29%
19CHTR Charter Communications-34%
20TTD Trade Desk (The)-50%
💡 Read it honestly: one good year proves nothing — the method also has down years (2018, 2022). The real judge is the 11-year backtest. Price returns, excluding dividends and fees. Not a buy recommendation.

📊 See the full 11-year backtest → 💼 Interactive portfolio (3 methods, live chart) →

📅← 2025 · All years

FAQ

What were the best stocks to buy in 2026?

Per the JPI Fair method (targets from the ≥2 most reliable analysts per sector), the 20 S&P 500 stocks selected in early 2026 returned +16.5% on average over 12 months, vs 9.2% for the index. The best was MRVL (Marvell Technology) at +189%. See the full list above.

How were these 2026 stocks chosen?

With no hindsight: only from information known by end of 2025 (price targets from analysts with a real reliability track record on their sector), then held 12 months. A point-in-time backtest, not a hindsight pick.

Does this method actually work?

Over 11 years (2015-2025), the JPI Fair method returned +26%/yr vs +12.6% for the S&P 500 — double the market. But it's lumpy (drawdowns in 2018 and 2022) and risk-adjusted the edge is thinner. A quality signal, not a guarantee.

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 analysis, not investment advice. Point-in-time backtest on recomputed Yahoo data, universe = stocks still in the index (survivorship bias). Past performance does not predict the future. · Updated 2026-07-08
JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)