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 +38% · vs S&P 500 +13% · +25.5 pts
| # | Stock | Return so far |
|---|---|---|
| 1 | MRNA Moderna | +655% |
| 2 | AMD Advanced Micro Devices | +164% |
| 3 | DDOG Datadog | +96% |
| 4 | BBY Best Buy | +50% |
| 5 | GNRC Generac | +49% |
| 6 | SWKS Skyworks Solutions | +41% |
| 7 | NVDA Nvidia | +15% |
| 8 | NWSA News Corp (Class A) | +13% |
| 9 | ROP Roper Technologies | +1% |
| 10 | PYPL PayPal | -2% |
| 11 | VST Vistra Corp. | -13% |
| 12 | GDDY GoDaddy | -15% |
| 13 | CMCSA Comcast | -20% |
| 14 | MOS Mosaic Company (The) | -24% |
| 15 | ORCL Oracle Corporation | -28% |
| 16 | NOW ServiceNow | -28% |
| 17 | NFLX Netflix | -34% |
| 18 | BLDR Builders FirstSource | -39% |
| 19 | CHTR Charter Communications | -48% |
| 20 | TTD Trade Desk (The) | -66% |
⚡ JPI Risk + +48% · vs S&P 500 +13% · +35.1 pts
| # | Stock | Return so far |
|---|---|---|
| 1 | MRNA Moderna | +655% |
| 2 | MU Micron Technology | +227% |
| 3 | STX Seagate Technology | +154% |
| 4 | DDOG Datadog | +96% |
| 5 | GNRC Generac | +49% |
| 6 | SWKS Skyworks Solutions | +41% |
| 7 | NVDA Nvidia | +15% |
| 8 | NWSA News Corp (Class A) | +13% |
| 9 | AES AES Corporation | +5% |
| 10 | PYPL PayPal | -2% |
| 11 | GDDY GoDaddy | -15% |
| 12 | NCLH Norwegian Cruise Line Holdings | -18% |
| 13 | UBER Uber | -20% |
| 14 | CMCSA Comcast | -20% |
| 15 | MOS Mosaic Company (The) | -24% |
| 16 | FISV Fiserv | -28% |
| 17 | ORCL Oracle Corporation | -28% |
| 18 | NOW ServiceNow | -28% |
| 19 | CHTR Charter Communications | -48% |
| 20 | TTD Trade Desk (The) | -66% |
📊 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 +38.3% on average over 12 months, vs 12.8% for the index. The best was MRNA (Moderna) at +655%. 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.