The Motley Fool Investment Return Calculations DisclosuresReal-Money Portfolios
The Motley Fool's real money portfolios that are included in this table are Million Dollar Portfolio's Charter Portfolio and Motley Fool Pro. The total return is calculated using a time-weighted rate-of-return formula. The returns of the individual stocks are calculated using a simple average, excluding dividends. Dividends are included for both the total portfolio return and the benchmark, the S&P 500 Total Return Index.
Total average returns are the average of all individual stock recommendations (active and sold) and the average of the S&P 500 Total Return Index, starting from the end of the day we make each recommendation. Both the stock and benchmark returns include reinvested dividends.