Track record

Every position. Every move. Wins and losses.

Our real-money portfolio against the indices, every position we have sold, and every change of signal on the Watchlist. Updated every week, in % only.

01 โ€” The portfolio

Our portfolio against the indices

Returns in %, in US dollars, without dividends. Never money amounts.

Our portfolio against the indices

MoneyJourney +10.6% a year since the start +63% in total
S&P 500 +9.5% a year since the start +55% in total
MSCI World +8.8% a year since the start +50% in total
MoneyJourney S&P 500 MSCI World

Updated 2026-11-06.

02 โ€” Positions sold

Every position we sold

20 of 22 closed with a gain. The losses stay on the list.

  • $TROW โˆ’2% 2022โ€“2026
  • $ASML +99% 2025โ€“2026
  • $TDW +17% 2025โ€“2026
  • $PEP +28% 2025โ€“2026
  • $VICI +1% 2025โ€“2026
  • $EL +48% 2023โ€“2026
  • $AOS +30% 2025โ€“2026
  • $STNE +96% 2022โ€“2026
  • $EL +36% 2023โ€“2026
  • $ACLS +62% 2024โ€“2026
  • $MPT +50% 2024โ€“2026
  • $MPT +52% 2024โ€“2026
  • $PG +13% 2025โ€“2026
  • $ACLS +54% 2024โ€“2026
  • $ACLS +54% 2024โ€“2026
  • $TROW โˆ’5% 2025โ€“2026
  • $MDLZ +10% 2025โ€“2026
  • $CHH +3% 2025โ€“2026
  • $CHH +20% 2025โ€“2026
  • $UNH +40% 2025โ€“2026
  • $ATKR +23% 2024โ€“2026
  • $EPA:DSY +3% 2025โ€“2026
03 โ€” Signal changes

The signal log is being compiled.

It will appear here with every signal change, its date, its price and its result, wins and losses included. Until it is ready, this section shows no numbers.

How it is measured.

  1. Every signal change is recorded on the day it happens, with the price that day.
  2. Returns are in US dollars and shown as total return in %, never as money amounts. The return is the price change from that day to the latest update, and it does not include dividends, fees or taxes.
  3. The S&P 500 and MSCI World are shown over the same dates, so you can see what the market did instead.
  4. Nothing is deleted. Losses stay in the table.

Past performance is not a guide to future results.

See every holding and every move.

Pro members see every position with its weight, every buy and sell on the day it happens, and the stocks on our radar before we buy them. 31 positions ยท 7 stocks on our radar.

MoneyJourney is educational research, not personal financial advice. Investing involves risk, including the loss of capital.

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