HomeJPI portfolios, year by year

JPI portfolios, year by year

The 3 JPI methods (Light / Fair / Risk +) each year-start since 2015 · S&P 500 · real 12-month result · Updated 2026-07-08
In short — each year-start since 2015, the 3 JPI methods (🟢 Light, 🎯 Fair, ⚡ Risk +) each pick 20 S&P 500 stocks (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 (+17% so far) →
Year🟢 Light🎯 Fair⚡ Risk+S&P 500Top pick
2025+41%+41%+53%+16%WDC +282%
2024+19%+49%+24%+23%APP +713%
2023+45%+88%+78%+24%COIN +391%
2022-30%-23%-19%-19%OXY +117%
2021+28%+23%+34%+27%MRNA +143%
2020+60%+37%+78%+16%TSLA +743%
2019+25%+34%+33%+29%LITE +89%
2018-8%-9%-3%-6%BSX +43%
2017+31%+24%+30%+19%VRTX +103%
2016+15%+16%+18%+10%TRGP +107%
20150%+6%+6%-1%GPN +60%
💡 Honest: there are strong years (2019, 2023, 2024) and bad ones (2018, 2022). The full record is in the 11-year backtest (+26%/yr vs +12.6% for the market, 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: the JPI Fair method returned +26%/yr over 11 years (2015-2025) vs +12.6% for the S&P 500, with the per-method detail and risk/return ratio.

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 2026-07-08
JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)