6 MONTHS UPDATE
Source article by Norbert B.M., Norbert's Wealth Dome
Updated May 15, 2026
6 Months Later — May 15, 2026
Norbert's Wealth Dome's five-stock portfolio, pitched in November 2025 as fundamentally and technically aligned for multi-year outperformance, has returned -5.9% over six months. The S&P 500 gained 10.0% over the same stretch, putting the picks 15.9 percentage points behind.
Only one of the five stocks has beaten the index. Amazon leads the group at +12.5%, enough to outpace the market by 2.5 points. The other four picks are dragging down the average, with losses offsetting that single winner.
The gap widened because most of the portfolio moved in the opposite direction of the broader market during a strong rally. At the halfway point of the first year, the picks need a significant reversal to catch up to the benchmark they were meant to beat.
3 Months Later — Feb 13, 2026
Three months in, the five stocks Norbert's Wealth Dome highlighted in November 2025 as set to outperform through 2028 are down an average of 7.1%. The S&P 500 gained 1.5% over the same stretch, putting the portfolio 8.6 percentage points behind the index.
Two of the five picks are beating the market. The standout is BN, up 8.5%, while the other three positions are in negative territory and dragging the overall result down.
The article cited both fundamentals and technical alignment as reasons to expect multi-year outperformance. At the three-month mark, the majority of the portfolio has yet to match even short-term index returns.
3 Days Later — Nov 19, 2025
Three days after Norbert's Wealth Dome published its five picks for 2025–2028, the portfolio is down 1.7% on average—slightly behind the S&P 500's 1.4% decline over the same span.
Three of the five picks are currently outperforming the index. MercadoLibre (MELI) leads the group with a 1.4% gain, the only pick in positive territory at this stage.
The gap between the portfolio and the market is narrow at this early checkpoint. With a three-year time horizon laid out in the original article, meaningful divergence—if it appears—would take months to establish.
Full progress so far — every tracked pick ↓
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