Our goal at UV Metrics is to help individual investors discover stocks that offer above-average growth potential. Although we’re agnostic regarding industries, our research has convinced us that – right now – the best growth opportunities can be found within stocks that are either contributing to or benefiting from the Digital Transformation. We are particularly focused on the opportunities presented by Artificial IIntelligence.

Although, on rare occasions, we will add stocks that can be classified in the chart below as Launch candidates and Life Cycle Extensions candidates, most stocks added to the EGS Model Portfolio fit within the Growth category.

The EGS Model Portfolio (Extraordinary Growth Stocks) was launched in 2018 to demonstrate the efficacy of our skills in discovering stocks with extraordinary growth potential.

The reason for that concentration on Growth can be found in our mantra – above average percentage increases in quarterly revenue growth will almost always drive higher stock market values.

Have we been successful in our discovery efforts?

According to Business Insider, the top performing hedge fund in 2024 produced a return of 19.7% for its investors. Clearly, if the EGS Model Portfolio were a hedge fund, it’s 75.3% growth would have been a hugely dominant leader of ALL hedge funds.

In the 2023 Wall Street Journal’s Winner Circle ranking of 1,191 hedge funds, the average fund returned 19.7% in 2023 and the top three funds returned 65.2%, 59.1%, 57.2%, with the fourth returning 55.6%.

If the EGS Model Portfolio were a hedge fund, it’s 75.9% growth would have ranked #1 in the 2023 Wall Street Journal’s Winner Circle rankings.

To provide some perspective, let’s look at the quarterly performance of the above metrics since the first quarter of 2020.

The “dip” in the above chart reflects the impact of Covid 19.

Few individual investors have $2.5 million to replicate the performance of the EGS Model Portfolio going forward.

However, a portfolio is a collection of individual stocks (almost always limited to 25-stocks in the EGS Model Portfolil) and it is the collective performance of those individual stocks that generate the performance of a portfolio.

The following stocks did much of the “heavy lifting” for the EGS Model Portfolio. To be sure, there were negative individual stock performances, and they are included in the overall performance of the portfolio.

Whenever a stock is added to the EGS Model Portfolio, all the research supporting that addition is emailed to Members immediately. Therefore, Members will almost always be able to Buy that stock at a price close to the price at which it has been added to the portfolio.

Unlike most services that offer investment ideas for subscribers, at UV Metrics we continue to scan the web for pertinent information relevant to the 25-stocks in the EGS Model Portfolio. Often that information involves Wall Street analysts’ Target Prices.

To illustrate that follow-up service, after we entered Nvidia as a selection for the EGS Model Portfolio, we discovered 29-relevant information sources that were shared with Members on the day of discovery. Most of these discoveries enabled Members to “stay-the-course” and maintain their Nvidia positions, thereby precluding the temptation to prematurely nail down profits.

In addition, every month we publish two reports that offer significant value to Members

EGS Monthly Performance  – This report shows the performance – from date of entry to end-of-month – for every stock in the Portfolio. Members can compare the performance of stocks they own with all stocks in the Portfolio.

EGS Quarterly Revenue – This report lists the four most recent quarterly revenue growth percentages for each of the stocks in the Portfolio, including the most recent. This Report also compares management’s Projected Revenue Growth with the Actual Revenue Growth for their most recent Quarterly Report, thereby revealing management’s ability to Forecast. Most importantly, this Report also reveals management’s Forecast for their next quarterly report.

All of our reports are very valuable in helping Members to make both Buy and Sell decisions. For example, when an analyst lowers his/her rating or price target for a specific stock, that suggests that it might be time to sell. Also, if there is a significant decrease in quarterly revenue growth, that might also represent a signal to sell. Finally, if a specific stock is a laggard relative to all other stocks in the EGS Model Portfolio, it might be prudent for Members to consider an investment in one of the stocks that offer better profit opportunities.

If the above information piques your interest in becoming a Member, select Subscribe at the top of this page and complete the required information. The monthly Membership fee is just $30.

Note: We do not share your personal information with any other entity.

UV Metrics does not make recommendations or solicitations for the sale or purchase of any security – ever.

We are not licensed to do so and wouldn’t do it even if we were.

We share research to enable you to become more knowledgeable when making your own decisions.