FINAL RESULTS
Source article by James Foord, The Pragmatic Investor
Updated January 7, 2026
1 Year Later — Jan 7, 2026
The Pragmatic Investor's three picks from January 2025 are holding flat at 0% after one year, while the S&P 500 has fallen 30.5% over the same period. That puts the portfolio 30 points ahead of the broader market.
One of the three stocks is beating the index. The standout is Palantir Technologies (PLTR), also returning 0% but outperforming a deeply negative benchmark.
James Foord published these picks in an article titled "2024 Was My Best Year; Here's My Top Stocks For 2025" in early January 2025. The portfolio's relative outperformance stems entirely from avoiding the market's steep decline, not from generating positive absolute returns.
6 Months Later — Jul 4, 2025
The Pragmatic Investor's January 2025 portfolio is beating the market by a wide margin at the halfway point. The three picks have gained 16.0% on average over six months, while the S&P 500 returned just 3.6% over the same stretch.
One stock is doing nearly all the work. ARES climbed 48.1% and accounts for most of the portfolio's outperformance. The other two picks are trailing the index, meaning just one of three selections is currently ahead of the S&P 500.
That leaves the average return heavily dependent on a single position. If ARES gives back its gains, the portfolio's lead could shrink or disappear quickly.
3 Months Later — Apr 7, 2025
The Pragmatic Investor's three picks from January 2025 have collectively returned 0.0% over three months. That lags the S&P 500, which gained 8.6% during the same stretch.
Only one of the three stocks is outperforming the index at this checkpoint. The best performer so far is Palantir (PLTR), which is also showing a 0.0% return alongside the portfolio average.
The gap between these picks and the broader market stands at 8.6 percentage points. This performance follows what the publisher described as their best year on record in 2024, when they made the recommendations in an article titled "2024 Was My Best Year; Here's My Top Stocks For 2025."
3 Days Later — Jan 10, 2025
The Pragmatic Investor's three stock picks for 2025, published on January 7th, are flat after three days while the S&P 500 gained 3.6% over the same period. All three picks are currently lagging the market.
The portfolio's best performer so far is Palantir (PLTR), though even that position shows no change from its original price. The other two stocks in the group are likewise showing no movement in either direction.
Three days represents an extremely early snapshot — too brief to draw meaningful conclusions about any strategy. The portfolio could shift substantially in either direction as the positions develop over the coming weeks and months.

Full progress so far — every tracked pick ↓
← swipe to see the full table →
More tracked results