FrançaisJPI portfolio 2026: the 20 stocks tracked live
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 Fair +24% · vs S&P 500 +13% · +11.2 pts
| # | Stock | Return so far |
|---|---|---|
| 1 | MRNA Moderna | +384% |
| 2 | AMD Advanced Micro Devices | +123% |
| 3 | DDOG Datadog | +79% |
| 4 | GNRC Generac | +45% |
| 5 | BBY Best Buy | +25% |
| 6 | NVDA Nvidia | +22% |
| 7 | NWSA News Corp (Class A) | +19% |
| 8 | SWKS Skyworks Solutions | +6% |
| 9 | PYPL PayPal | +5% |
| 10 | MOS Mosaic Company (The) | -1% |
| 11 | ROP Roper Technologies | -5% |
| 12 | CMCSA Comcast | -6% |
| 13 | NOW ServiceNow | -10% |
| 14 | VST Vistra Corp. | -13% |
| 15 | NFLX Netflix | -15% |
| 16 | GDDY GoDaddy | -22% |
| 17 | ORCL Oracle Corporation | -22% |
| 18 | CHTR Charter Communications | -29% |
| 19 | BLDR Builders FirstSource | -35% |
| 20 | TTD Trade Desk (The) | -65% |
⚡ JPI Risk + +40% · vs S&P 500 +13% · +26.5 pts
| # | Stock | Return so far |
|---|---|---|
| 1 | MRNA Moderna | +384% |
| 2 | MU Micron Technology | +228% |
| 3 | STX Seagate Technology | +208% |
| 4 | DDOG Datadog | +79% |
| 5 | GNRC Generac | +45% |
| 6 | NVDA Nvidia | +22% |
| 7 | NWSA News Corp (Class A) | +19% |
| 8 | SWKS Skyworks Solutions | +6% |
| 9 | PYPL PayPal | +5% |
| 10 | AES AES Corporation | +3% |
| 11 | MOS Mosaic Company (The) | -1% |
| 12 | CMCSA Comcast | -6% |
| 13 | UBER Uber | -6% |
| 14 | NOW ServiceNow | -10% |
| 15 | FISV Fiserv | -22% |
| 16 | GDDY GoDaddy | -22% |
| 17 | ORCL Oracle Corporation | -22% |
| 18 | NCLH Norwegian Cruise Line Holdings | -25% |
| 19 | CHTR Charter Communications | -29% |
| 20 | TTD Trade Desk (The) | -65% |
📊 See the full 11-year backtest → 💼 Interactive portfolio (3 methods, live chart) →
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 +24.3% on average over 12 months, vs 13.1% for the index. The best was MRNA (Moderna) at +384%. 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.
- 🏆 Analyst leaderboard by real reliability (beating their sector, not just riding the rally)
- 🎯 What to buy: 3 backtested methods over 6 years, from cautious to aggressive
- 💬 AI assistant: ask anything about any stock, with the numbers
- 📊 Portfolio tracking + 🔔 price alerts by email
⚠️ 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.