6 MONTHS UPDATE
Source article by George Narinyan, ValueSense
Updated March 27, 2026
6 Months Later — Mar 27, 2026
ValueSense's October 2025 picks are down 2.8% on average after six months, but that still puts them 1.4 percentage points ahead of the S&P 500, which fell 4.2% over the same stretch. Author George Narinyan selected ten stocks for the month.
Five of the ten picks are currently outperforming the index. AMD leads the group with a 26.7% gain, accounting for most of the portfolio's relative strength against the broader market.
The other five picks are trailing the S&P 500. While the overall return is negative in absolute terms, ValueSense's selections have delivered modest outperformance during a period of market decline.
3 Months Later — Dec 26, 2025
ValueSense's October 2025 picks have returned an average of 10.5% over the past three months, ahead of the S&P 500's 4.3% gain over the same window. Six of the ten stocks in the portfolio are beating the market.
One pick—Eli Lilly (LLY)—is carrying much of that outperformance, up 48.7% since the list published in late September. The remaining nine picks show more modest results, with four trailing the index.
The 6.2-percentage-point lead over the S&P 500 reflects the type of concentrated outcome common in small portfolios: a single strong performer can lift the average significantly, while the majority of names deliver returns closer to—or below—the benchmark. At the three-month mark, the numbers favor ValueSense, but the margin depends heavily on that top holding.
3 Days Later — Oct 2, 2025
ValueSense's October stock picks are beating the market three days out of the gate. The ten picks published September 29th have gained an average of 4.1%, while the S&P 500 rose just 1.1% over the same period.
Eight of the ten selections are outperforming the index. LLY leads the group with a 13.2% gain, driving much of the portfolio's early outperformance.
Three days is far too early to draw meaningful conclusions about any stock pick's merit. Short-term moves often reverse, and initial momentum rarely predicts longer-term outcomes. These numbers simply reflect what happened in the first 72 hours after publication.

Full progress so far — every tracked pick ↓
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