User's Guide

Starting in Q3 2017, we've made some exciting changes to the Portfolio Grader 500. If you're new to this service, the Portfolio Grader 500 is a quarterly list of some of the best and worst stocks on the market right now. In it, you'll have access to 250 A- and B-Rated powerhouses and 250 D- and F-Rated sell immediately stocks for this quarter.

Welcome to Portfolio Grader 500

My team and I have been collecting your feedback about how to improve this quarterly service and make it more accessible and interactive. To help achieve all of these requests, Portfolio Grader 500 is no longer a static PDF report. Instead, all of the individual stock report pages are now featured in an interactive web format! My team has designed this new website to be easy to read and easy to use.

Whether you're new to Portfolio Grader 500 or a long-time user, you'll want to take a few minutes to explore the website before diving in. To help you get started, this site features a User's Guide (what you're reading right now), a Frequently Asked Questions page and a page that explains everything that you'd want to know about my Navellier Formula. I highly recommend that you read these guides.

Print Out Individual Stock Report

Download A Portfolio Grader 500 Spreadsheet

Add A Stock To Your Watchlist

My team and I have designed the new Portfolio Grader 500 to be interactive, customizable, and easy to use. I know that many of you like to print out individual stock report pages, and you can still do so. There's a "print" icon on each stock report page, in the upper lefthand corner. And, if you want to download a spreadsheet version of the entire Portfolio Grader 500, you can do that as well. Simply click the "Download CSV" button in the upper right corner of the screen. Finally, if there are any Portfolio Grader 500 stocks that you'd like to track throughout the quarter, you can add them to your "Watchlist." On each stock report page, you'll see a "Watchlist" icon in the upper left corner; simply click it to add that particular stock. This will create a separate portfolio in my Portfolio Grader stock rating tool, so you can revisit these stocks at any time!

Interactive Stock Performance Charts

One big difference is that these stock report pages now feature interactive stock performance charts. You can now customize the date range for recent stock performance, whether it be from the past week, month, year, or even from the past twenty years! This interactive chart will also show you the latest earnings dates, and any recent dividends paid or stock splits. With this new format, the possibilities are endless.

I hope you enjoy these new changes. In the meantime, if you have any questions, please do not hesitate to contact my team through this page or call 866-363-5768.