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The Motley Fool Investment Return Calculations Disclosures


Real-Money Portfolios

The Motley Fool's real money portfolios include Pro, Supernova, and the Everlasting Portfolio. 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.


Recommendation Services

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.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.