Our Track Record & Methodology
This page explains how we measure our track record, in plain language, so you can see exactly what our numbers mean and how we calculate them.
Our contrarian income recommendations have averaged 9.4% annualized total returns since inception in August 2015, with most gains paid as dividends.
What the Number Means
That 9.4% is a total return figure with dividends reinvested. Without reinvestment, it is 8.46%. Both include price changes and the dividends our recommendations have paid along the way.
It is an average across all of our recommendations since we began tracking in August 2015. It is not the return of any single portfolio, not an internal rate of return, and not a figure any individual investor is guaranteed to have earned. Your own result would depend on which recommendations you acted on, when you bought, and whether you sold.
Why the Number Moves
Open positions are marked to their price on a set date, shown below. That makes the figure a snapshot: when the holdings rise, the average rises, and when they fall, it falls. Each time we update it, we use a new date rather than carrying an old figure forward, which is why the date below matters.
How We Calculate It
We put an equal $10,000 into every recommendation since August 2015. Sold positions count at their sell price. Open ones are marked to their June 4, 2026 price. The combined return is annualized over the average holding period. The 9.35% is before rounding, and it assumes dividends were reinvested. Without reinvesting, it’s 8.46%. Figures are before trading costs and taxes. It’s an average across all our picks, not the return of one portfolio or any individual subscriber.
Figures as of June 4, 2026, with open positions marked to their price on that date, checked against our full trade record on October 26, 2026.
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