Investment portfolio #1 – stocks of the best US companies
A strategy for building an effectively diversified, managed portfolio of US company stocks selected using the special CAN SLIM method.
The resulting US stock portfolio has limited risks with a high probability of achieving returns significantly exceeding the results of classic stock portfolios that follow a "Buy and Hold" investment strategy.
Portfolio #1 is an actively managed US stock portfolio that applies a positional strategy for buying, holding, and selling stocks. Despite its high returns, this portfolio does not carry the speculative high risks characteristic of a Day Trading strategy.
The fund manager places the main focus on investing in stocks of fast-growing, innovative, and developing US companies. Investing in portfolio #1 gives foreign investors the opportunity to buy US stocks listed on leading global exchanges such as NYSE, NASDAQ, AMEX, and others.
The resulting US stock portfolio has limited risks with a high probability of achieving returns significantly exceeding the results of classic stock portfolios that follow a "Buy and Hold" investment strategy.
Portfolio #1 is an actively managed US stock portfolio that applies a positional strategy for buying, holding, and selling stocks. Despite its high returns, this portfolio does not carry the speculative high risks characteristic of a Day Trading strategy.
The fund manager places the main focus on investing in stocks of fast-growing, innovative, and developing US companies. Investing in portfolio #1 gives foreign investors the opportunity to buy US stocks listed on leading global exchanges such as NYSE, NASDAQ, AMEX, and others.
Buying US company stocks based on monitoring
- Monthly corporate earnings growth must be at least 15% relative to the previous quarter, and this trend must be sustained for at least one year.
- Annual corporate earnings growth must be at least 25%, and this trend must continue.
- The company must bring a unique, distinctive product to market. Companies that imitate other leaders are excluded.
- The company must be a leader in its sector of the economy.
- The company's management must pursue an innovative, creative policy.
- The stock is purchased amid high demand for the company's shares.
- The company must attract interest from a large number of institutional investors.
- The market as a whole must be trending upward.
The timing of purchasing the selected company's stock is calculated using a special algorithm based on technical analysis. When buying stock in a single company, the amount invested must not exceed 5% of the portfolio's current value.
Selling US company stocks based on technical indicators
During periods of market uncertainty, the program's investments are reduced to a minimum determined by the program manager. This minimum is based on an assessment of risk and current uncertainty.
During a recession and a pronounced market downturn, program managers may take short positions, but not exceeding 25% of the total portfolio value.
During a recession and a pronounced market downturn, program managers may take short positions, but not exceeding 25% of the total portfolio value.
Performance table for portfolio #1, S&P 500 and RTS indices
Portfolio and index return data is current as of August 28, 2026.
Value of portfolio #1, S&P 500 and RTS indices (USD)
Growth of $1,000 invested on 14.01.2008 in US stocks
US stocks in portfolio #1
Portfolio #1 illustrates how a systematic, rules-based approach to stock selection – built on quantifiable growth criteria rather than market sentiment – can outperform a passive buy-and-hold benchmark over the long run, while keeping risk exposure controlled through position sizing and technical exit signals.
See also
Periodic table of AI startups – 14 company categories
Classification of 305 AI startups that raised funding between February 2025 and February 2026 by funding, count, annual growth, momentum trend, and ecosystem.
Funding and outcomes analysis of 100,000 startups
A study of model data for predicting IPO, acquisition, or shutdown outcomes. The approach used are applicable to identifying the true drivers of startup success.
25-year risk-return analysis of investment portfolios
Risk and return are directly related: the higher an asset's potential profit, the higher the probability of financial loss. Safe instruments deliver minimal returns.
The materials presented in this section are not individual investment recommendations. The financial instruments mentioned in this section may not be suitable for you and may not correspond to your investment profile, financial situation, investment experience, knowledge, investment objectives, or attitude toward risk and return.
This information does not constitute a public offer, proposal, or invitation to invest in funds and/or strategies, or to buy or sell securities, or to enter into transactions with them.
Past investment performance does not determine future returns. This is not an advertisement for securities. Before making an investment decision, the investor must independently assess the economic risks and benefits, as well as the tax, legal, and accounting consequences of the transaction, and their willingness and ability to accept such risks.
© 2016—2026 Invest Adviser
This information does not constitute a public offer, proposal, or invitation to invest in funds and/or strategies, or to buy or sell securities, or to enter into transactions with them.
Past investment performance does not determine future returns. This is not an advertisement for securities. Before making an investment decision, the investor must independently assess the economic risks and benefits, as well as the tax, legal, and accounting consequences of the transaction, and their willingness and ability to accept such risks.
© 2016—2026 Invest Adviser
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