Vol. I · No. 1
In Plain Sight

ELITE COMPOUNDERS + REGIME ALPHAS

Dossier V · Blend

IPS Blend — Semi-Annual History

Each row captures the ten leading equities as of Jan 1 or Jul 1, and the six-month return that followed. Averages are doubled to express an annualized figure.

Entries

53

From

2000

Top-10 Annual

+32.07%

Top-5 Annual

+38.29%

SPY Annual

+7.39%

DateTop-10Top-5SPYR1R2R3R4R5R6R7R8R9R10
Sum+849.7%+1014.6%+195.9%
Avg × 2 (annual)+32.07%+38.29%+7.39%
Jan 02, 2026+113.2%+104.8%+10.4%
NVDA
+14%
AVGO
+38%
MU
+242%
GOOGL
+14%
WDC
+217%
MSFT
−10%
STX
+227%
DELL
+229%
AMD
+143%
ORCL
+18%
Jul 01, 2025+28.4%+56.8%+10.6%
AVGO
+31%
NVDA
+23%
ORCL
−11%
MU
+161%
GOOGL
+79%
MSFT
−4%
META
−10%
CEG
+19%
ETN
−8%
AMZN
+3%
Jan 02, 2025+19.9%+21.8%+5.7%
PLTR
+74%
NVDA
+11%
AVGO
+14%
GOOGL
−7%
MSFT
+18%
META
+20%
MU
+38%
LLY
−0%
AMZN
+0%
ORCL
+32%
Jul 01, 2024+10.9%+9.6%+7.2%
NVDA
+11%
AVGO
+41%
LLY
−15%
META
+19%
MSFT
−8%
GOOGL
+4%
MU
−34%
AMZN
+12%
COST
+8%
VST
+71%
Jan 02, 2024+50.8%+66.5%+15.4%
NVDA
+158%
META
+46%
MSFT
+23%
LLY
+54%
AVGO
+51%
AMZN
+32%
GOOGL
+32%
MU
+60%
RACE
+21%
COST
+30%
Jul 03, 2023+19.6%+16.7%+6.5%
NVDA
+14%
META
+21%
AVGO
+24%
MSFT
+10%
GOOGL
+15%
LLY
+28%
AMD
+20%
AMZN
+15%
COST
+20%
MU
+29%
Jan 03, 2023+57.2%+90.3%+16.5%
NVDA
+196%
LLY
+26%
META
+129%
MSFT
+41%
AVGO
+58%
GOOGL
+35%
RACE
+51%
COST
+19%
V
+15%
XOM
+1%
Jul 01, 2022+12.6%+19.4%−0.1%
XOM
+22%
CVX
+19%
OXY
+1%
COP
+24%
MPC
+31%
VLO
+11%
UNH
+0%
LLY
+12%
BRK.B
+12%
COST
−7%
Jan 03, 2022+23.3%+43.7%−20.2%
XOM
+38%
CVX
+23%
COP
+23%
OXY
+95%
VLO
+40%
MPC
+29%
BRK.B
−8%
UNH
+3%
LLY
+20%
JPM
−29%
Jul 01, 2021+40.4%+36.9%+11.0%
NVDA
+49%
GOOGL
+18%
MSFT
+23%
AAPL
+33%
AMD
+61%
COST
+44%
AVGO
+41%
RACE
+27%
LOW
+30%
TSLA
+77%
Jan 04, 2021+16.5%+26.9%+16.7%
NVDA
+54%
GOOGL
+42%
MSFT
+25%
AAPL
+6%
AMZN
+8%
AMD
+1%
COST
+4%
TSLA
−7%
AVGO
+10%
LOW
+22%
Jul 01, 2020+26.1%+21.4%+18.8%
AMZN
+11%
AAPL
+42%
NVDA
+38%
MSFT
+6%
ADBE
+10%
NFLX
+8%
CRM
+15%
COST
+25%
PYPL
+31%
AMD
+76%
Jan 02, 2020+20.3%+27.4%−4.4%
MSFT
+27%
AMZN
+52%
AAPL
+21%
GOOGL
+5%
ADBE
+32%
MA
−1%
V
+1%
COST
+5%
NVDA
+59%
UNH
+2%
Jul 01, 2019+16.5%+20.3%+9.9%
MSFT
+18%
AAPL
+49%
AMZN
−1%
GOOGL
+24%
ADBE
+11%
MA
+14%
V
+10%
COST
+11%
UNH
+21%
CRM
+8%
Jan 02, 2019+23.9%+25.0%+18.2%
MSFT
+34%
AAPL
+28%
AMZN
+25%
GOOGL
+4%
ADBE
+34%
MA
+41%
V
+31%
COST
+29%
UNH
−0%
CRM
+14%
Jul 02, 2018−12.2%−7.3%−8.0%
AMZN
−10%
AAPL
−16%
MSFT
+1%
GOOGL
−8%
MA
−4%
V
+0%
ADBE
−8%
NFLX
−33%
NVDA
−44%
COST
−2%
Jan 02, 2018+26.4%+15.3%+0.5%
NVDA
+14%
AMZN
+42%
AAPL
+9%
META
+7%
GOOGL
+5%
MSFT
+16%
MA
+29%
V
+15%
ADBE
+34%
NFLX
+94%
Jul 03, 2017+26.8%+28.4%+11.7%
NVDA
+53%
AMZN
+26%
AAPL
+20%
META
+24%
GOOGL
+19%
MSFT
+27%
MA
+27%
V
+24%
ADBE
+31%
AVGO
+17%
Jan 03, 2017+23.1%+25.5%+7.5%
NVDA
+36%
AMZN
+27%
AAPL
+24%
META
+27%
GOOGL
+14%
MSFT
+9%
MA
+15%
V
+17%
ADBE
+34%
AVGO
+29%
Jul 01, 2016+4.2%+13.1%+7.3%
AMZN
+4%
GOOGL
+14%
MSFT
+22%
MA
+19%
V
+7%
PG
−1%
CL
−10%
JNJ
−4%
KO
−7%
MCD
−1%
Jan 04, 2016+4.3%−1.4%+4.4%
AMZN
+14%
GOOGL
−6%
MSFT
−7%
MA
−6%
V
−2%
PG
+8%
CL
+13%
JNJ
+21%
KO
+6%
MCD
+2%
Jul 01, 2015+11.3%+23.0%−3.1%
AMZN
+46%
NFLX
+18%
GOOGL
+40%
MA
+0%
V
+12%
MSFT
+23%
GILD
−16%
BIIB
−27%
CELG
META
+18%
Jan 02, 2015+21.4%+33.1%+2.9%
AMZN
+45%
GOOGL
+5%
NFLX
+98%
MA
+13%
V
+5%
MSFT
−4%
GILD
+20%
BIIB
+20%
CELG
META
+13%
Jul 01, 2014+5.0%−4.0%+2.4%
AMZN
−9%
GOOGL
−12%
MA
+10%
V
+21%
NFLX
−30%
MSFT
+11%
HD
+24%
SBUX
+2%
NKE
+20%
META
+13%
Jan 03, 2014+4.8%+1.8%+7.7%
AMZN
−16%
GOOGL
+7%
MA
−9%
V
−3%
NFLX
+30%
MSFT
+13%
HD
−0%
SBUX
+1%
NKE
−0%
META
+25%
Jul 01, 2013+26.4%+26.6%+13.3%
AMZN
+40%
GOOGL
+24%
HD
+7%
LOW
+19%
MA
+42%
V
+19%
NFLX
+62%
MSFT
+7%
SBUX
+16%
NKE
+25%
Jan 03, 2013+14.1%+16.4%+10.7%
AMZN
+9%
GOOGL
+23%
HD
+21%
LOW
+15%
MA
+14%
V
+19%
MSFT
+26%
AAPL
−24%
SBUX
+20%
NKE
+19%
Jul 01, 2012+7.1%+13.6%+6.8%
AAPL
−9%
AMZN
+13%
GOOGL
+25%
MA
+16%
V
+23%
MCD
+3%
MSFT
−11%
PG
+13%
CL
+3%
KO
−5%
Jan 03, 2012+10.9%+10.7%+7.1%
AAPL
+44%
AMZN
+28%
GOOGL
−13%
IBM
+5%
MCD
−11%
MSFT
+14%
PG
−8%
CL
+14%
KO
+13%
V
+23%
Jul 01, 2011+7.5%+14.5%−4.8%
AAPL
+20%
IBM
+7%
MCD
+15%
GOOGL
+28%
MSFT
+3%
JNJ
−2%
PG
+4%
CL
+3%
KO
+3%
PEP
−5%
Jan 02, 2011+6.0%+7.6%+5.4%
AAPL
+4%
AMZN
+14%
CAT
+15%
GOOGL
−14%
IBM
+18%
MCD
+12%
MSFT
−7%
ORCL
+5%
DE
+1%
MMM
+11%
Jul 01, 2010+25.6%+35.5%+23.6%
AAPL
+33%
AMZN
+66%
GOOGL
+37%
IBM
+20%
MSFT
+21%
ORCL
+47%
INTC
+8%
MCD
+15%
ABT
+3%
JNJ
+6%
Jan 03, 2010−11.4%−11.8%−9.3%
AAPL
+16%
AMZN
−17%
CAT
+2%
FCX
−30%
GOOGL
−30%
INTC
−8%
MSFT
−25%
ORCL
−13%
IBM
−7%
DE
−2%
Jul 01, 2009+43.6%+61.0%+22.7%
AAPL
+50%
AMZN
+64%
CAT
+76%
FCX
+65%
GOOGL
+50%
INTC
+23%
MSFT
+29%
ORCL
+14%
IBM
+26%
DE
+39%
Jan 03, 2009−6.6%−5.0%−0.6%
WMT
−14%
MCD
−8%
PG
−17%
CL
+6%
KO
+8%
PEP
+2%
JNJ
−5%
ABT
−11%
PFE
−18%
MRK
−8%
Jul 01, 2008−4.4%−0.4%−27.7%
WMT
−1%
MCD
+11%
PG
+1%
CL
−2%
KO
−11%
PEP
−14%
JNJ
−7%
ABT
−3%
PFE
+2%
MRK
−20%
Jan 03, 2008−4.1%−11.9%−11.4%
PG
−14%
CL
−11%
JNJ
−2%
KO
−17%
PEP
−15%
WMT
+23%
MCD
−1%
CVX
+5%
XOM
−6%
ABT
−2%
Jul 01, 2007+11.8%+13.7%−4.6%
XOM
+11%
CVX
+11%
COP
+10%
PG
+17%
CL
+20%
JNJ
+7%
KO
+17%
PEP
+16%
WMT
−4%
MCD
+13%
Jan 03, 2007+26.4%+22.3%+7.4%
XOM
+14%
CVX
+20%
COP
+17%
HAL
+17%
SLB
+43%
FCX
+68%
CAT
+32%
DE
+32%
BA
+9%
MMM
+12%
Jul 01, 2006−0.7%+1.4%+10.6%
XOM
+19%
CVX
+13%
COP
+2%
HAL
−20%
SLB
−7%
CAT
−18%
FCX
−14%
DE
+12%
BA
+10%
MMM
−4%
Jan 03, 2006+13.8%+12.8%+0.9%
XOM
+6%
CVX
+6%
COP
+10%
HAL
+15%
SLB
+26%
CAT
+29%
FCX
+4%
DE
+23%
BA
+15%
MMM
+3%
Jul 01, 2005+28.7%+15.4%+6.0%
XOM
+0%
CVX
+4%
COP
+2%
HAL
+36%
SLB
+35%
CAT
+141%
FCX
+49%
DE
+3%
BA
+9%
MMM
+8%
Jan 02, 2005+12.3%+22.9%−0.6%
CVX
+12%
XOM
+16%
COP
+41%
HAL
+27%
SLB
+19%
CAT
+1%
FCX
+2%
DE
−9%
BA
+27%
MMM
−11%
Jul 01, 2004+9.7%+11.6%+5.2%
CVX
+9%
XOM
+12%
COP
+10%
HAL
+26%
SLB
+1%
CAT
+22%
FCX
+15%
DE
+7%
BA
+2%
MMM
−7%
Jan 02, 2004+7.0%+9.2%+2.9%
CAT
−5%
COP
+17%
CVX
+9%
XOM
+10%
HAL
+16%
SLB
+16%
FCX
−22%
DE
+6%
BA
+19%
MMM
+6%
Jul 01, 2003+22.0%+17.9%+12.9%
HD
+6%
LOW
+27%
CAT
+51%
BAC
−1%
JPM
+7%
USB
+20%
TOL
+33%
GE
+9%
MMM
+29%
DE
+40%
Jan 02, 2003+16.4%+20.8%+8.2%
HD
+33%
LOW
+8%
BAC
+13%
JPM
+34%
USB
+15%
TOL
+34%
MHK
−4%
CAT
+15%
MMM
+2%
GE
+12%
Jul 01, 2002−7.7%−7.5%−6.1%
WMT
−7%
PG
−3%
KO
−21%
PEP
−12%
CL
+4%
JNJ
+10%
ABT
+7%
PFE
−8%
BMY
−7%
MCD
−41%
Jan 02, 2002−11.1%+1.7%−16.0%
PG
+14%
JNJ
−14%
KO
+20%
PEP
−1%
CL
−10%
WMT
−5%
ABT
−33%
PFE
−14%
BMY
−49%
MRK
−18%
Jul 01, 2001+6.8%+6.7%−6.9%
PG
+24%
JNJ
+15%
PFE
−2%
MRK
−7%
KO
+4%
PEP
+9%
CL
−4%
WMT
+17%
ABT
+13%
BMY
−0%
Jan 02, 2001−11.9%−16.9%−3.6%
MRK
−31%
PFE
−11%
JNJ
+0%
PG
−18%
KO
−25%
PEP
−8%
CL
−4%
WMT
−8%
ABT
+3%
LLY
−17%
Jul 01, 2000+15.6%+13.0%−11.3%
CL
+4%
KO
+4%
PEP
+15%
PG
+41%
JNJ
+1%
MRK
+22%
PFE
−3%
WMT
−5%
ABT
+9%
MO
+70%
Jan 02, 2000+1.4%−2.3%−0.1%
QCOM
−66%
CSCO
+19%
YHOO
ORCL
+36%
SUNW
EMC
INTC
+57%
MSFT
−31%
AOL
DELL

Performance figures are model-based and may include hypothetical, backtested, or point-in-time calculations. They do not represent actual client or subscriber account performance. Past performance is not a guarantee of future results.

Important Disclaimer: In Plain Sight is an educational research publication. It does not provide personalized investment, financial, legal, or tax advice. Model rankings, watchlists, and performance tables are not recommendations to buy, sell, or hold any security. Investing involves risk, including possible loss of principal. Past performance and backtested results do not guarantee future results.

IPS, its owner, contributors, or affiliates may hold positions in securities discussed on this site and may buy or sell such securities without notice. Readers should assume potential conflicts of interest may exist. IPS does not receive compensation from the companies discussed unless expressly disclosed. IPS content is not tailored to any individual reader. IPS does not know your investment objectives, risk tolerance, income, net worth, tax situation, investment horizon, or portfolio concentration.

© In Plain SightFigures shown are for illustration only. Not investment advice.Set in Fraunces & Inter