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3 MONTHS UPDATE

TacticzHazel's Substack picks trail the S&P 500 by 1.7 points after 3 months

Source article by TacticzHazel, TacticzHazel's Substack

Updated September 10, 2026

3 Months Later — Sep 10, 2026

How are TacticzHazel's Substack stock picks performing?

TacticzHazel's Substack is underperforming the market at the three-month mark. The portfolio's nine tracked picks are up 2.1% on average, trailing the S&P 500's 3.8% gain over the same period.

Four of the nine picks are beating the index. Visa (V) leads the group with a 15.5% return, driving most of the portfolio's positive performance. The remaining picks haven't kept pace, dragging the overall average below market.

The gap is modest but consistent across most holdings. With the portfolio lagging by 1.7 percentage points, TacticzHazel's June picks haven't yet justified selecting individual names over a simple index fund through the first quarter.

3 Days Later — Jun 15, 2026

How are TacticzHazel's Substack stock picks performing?

TacticzHazel's Substack published 15 favorite stocks on June 12th. After three days, the nine picks tracked on FinIQ are up an average of 1.7%, trailing the S&P 500's 2.3% gain over the same window.

Four of the nine picks are outperforming the index. VST leads with a 4.9% return, driving most of the portfolio's upside.

The gap is narrow at this stage. A half-point lag after 72 hours offers little signal about longer-term performance — early volatility can reverse quickly as positions settle.

Best-performing pick: V (+15.5%)See recent news →
Avg return
+2.1%NEUTRAL
S&P 500 avg return
+3.8%
Beat S&P 500
4 / 9
Picks tracked
9
TacticzHazel's Substack
View source ↗
My 15 favorite stocks to buy now - TacticzHazel’s Substack

Full progress so far — every tracked pick ↓

← swipe to see the full table →

Ticker
Company
Signal
3D
3M
6M
1Y
S&P
S&P 500 (benchmark)
+2.3%
+3.8%
NFLX
Netflix
buy
+0.5%
-5.5%
NVO
Novo Nordisk
buy
-0.1%
+2.7%
BABA
Alibaba
buy
-0.1%
-0.0%
META
Meta
buy
+4.4%
+7.9%
KKR
KKR & Co. Inc
buy
+2.9%
+10.9%
BLDR
Builders Firstsource
buy
-1.0%
-20.4%
VST
Vistra Corp
buy
+4.9%
+3.6%
SPGI
S&P Global
buy
+2.6%
+3.9%
V
Visa
buy
+1.5%
+15.5%
Performance over opinion.Source: FinIQ