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Home β€Ί JPI portfolios, year by year

JPI portfolios, year by year

The 3 JPI methods (Light / Fair / Risk +) each year-start since 2015 Β· S&P 500 Β· real 12-month result Β· Updated 2026-08-28
In short β€” 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 7 of 11 years. Click a year to see the 20 stocks of each method and their real result.
πŸ”΄ Live β€” 2026: the current-year portfolio, tracked live (+24% so far) β†’
Year🟒 Light🎯 Fair⚑ Risk+S&P 500Top pick
2025β€”+56%+54%+16%WDC +282%
2024β€”+5%+18%+23%UAL +135%
2023β€”+48%+46%+24%NVDA +239%
2022β€”-13%-8%-20%OXY +117%
2021β€”+26%+24%+27%WFC +59%
2020β€”+10%+11%+16%PYPL +116%
2019β€”+31%+38%+29%TGT +94%
2018β€”-10%-11%-6%BSX +43%
2017β€”+26%+32%+19%VRTX +103%
2016β€”+16%+24%+10%OKE +133%
2015β€”+5%-9%-1%NFLX +134%
πŸ’‘ 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.

πŸ“Š See the full 11-year backtest β†’

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 7 times. Some years are negative (2018, 2022). It's lumpy β€” 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 β€” 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 β†’ How it works: the method β†’

⚠️ Educational, not advice. Point-in-time backtest, survivorship bias. Past performance β‰  future.