How is the performance of recommendations tracked in your premium services?

Real-Money Portfolios

The total return is calculated using a time-weighted rate-of-return formula. The returns of the individual stocks are calculated using a simple average, excluding dividends. Dividends are included for both the total portfolio return and the benchmark - the S&P 500 Total Return Index.

Recommendation Services

Total average returns are the average of all individual stock recommendations (active and sold) and the average of the S&P 500 Total Return Index, beginning at the end of the day the recommendation is made. Both the stock and benchmark returns include reinvested dividends.

The Performance page within each premium service may include additional information regarding return calculation. For further explanation of returns, please utilize the Community Boards within your premium service(s).

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