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3 MONTHS UPDATE
Kiplinger's July long-term picks trail the S&P 500 by 0.4 points after 3 months
Article published Jul 31, 2026 · 105 days ago
Source article by Jeff Reeves, Kiplinger
Updated October 29, 2026
3 Months Later — Oct 29, 2026
How are Kiplinger's best long-term investment stocks performing?
Kiplinger's five long-term picks from late July are up 3.4% on average through the three-month mark, slightly behind the S&P 500's 3.8% gain over the same window.
Four of the five picks are beating the market individually. The standout is Eli Lilly (LLY), up 11.0% since publication — a strong three-month return that's pulling the portfolio's average higher.
The remaining pick is dragging performance below the index. At this early checkpoint, Kiplinger's selections are roughly matching the broader market, with one clear winner offsetting weaker returns elsewhere in the group.
3 Days Later — Aug 3, 2026
How are Kiplinger's July 2026 long-term stock picks performing?
Kiplinger's five picks are down an average of 2.2% three days out from publication, while the S&P 500 gained 2.2% over the same stretch. That's a 4.4-percentage-point gap, with none of the five stocks outpacing the index.
Broadcom leads the group at +1.1%, the only pick in positive territory so far. The remaining four are all underwater at this early checkpoint.
Three days is too brief a window to draw conclusions about stocks pitched as long-term holds. The spread between Kiplinger's average and the market reflects immediate price action, not the multi-year thesis the article outlined when it appeared in late July.
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