The Best Growth Portfolio? (Over 30,000% Gain)

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There are all sorts of problems with chasing growth.

But that doesn't make it any less intoxicating.

Procter & Gamble (PG)'s dividend isn't going to change anyone's life -- at least not for the next 30-40 years.

But Nvidia (NVDA) can. Palantir (PLTR) can.

If we happened to catch NVDA in late 2022 or PLTR in early 2024, our accounts have increased dramatically.

And that could be life-changing money...if we sell properly.

The problem, of course, is the stock-picking part.

We'd have to choose the right stock (very difficult) and then hold it through massive drawdowns (practically impossible).

And remember, for every PLTR there's a Peloton (PTON):

But that's where stock screens come in.

They allow us to take all the elements that go into big growth winners and build a portfolio of companies that might hit it big.

Picking just one is highly improbable.

Scanning for several and buying many makes the likelihood much higher.

Does this sort of thing work, though?

And what scan should we use?

I present to you: The Tiny Titans.

This scan was built by world-famous stock researcher, Jim O'Shaughnessy, and it was built specifically for growth.

It goes for small companies (because small companies grow the most), companies with good momentum (because momentum breeds momentum), and companies that are undervalued.

How has it this screen done since 1998?

Extraordinarily well.

The Tiny Titans screen is up over 30,000% over that time period.

If we ran the Tiny Titans screen in 1998 (available for a fee at aaii.com), picked the top 25, and rebalanced every month, that's what we would've gotten.

What about the S&P 500? A paltry 548%.

That's a massive beatdown.

Does it work today?

I subscribed to the AAII screen back in November 2024 and started tracking it then. But I didn't rebalance anything.

Since November '24, the Tiny Titans are down -9.78% while the SPY is up 4.24%.

However, I didn't want to rely on a 3rd party, so I built my own screen on Tradestation (TS). I started tracking that since March 2025 (again, with no rebalancing).

My TS Tiny Titans fell behind when the market cratered but is staging a big comeback.

My screen is up 6.22% since March while SPY is up 8.7%.

So, what are the problems?

The biggest one is volatility.

The Tiny Titans will fall way more than the market. And the Titans will also upderperform for fairly long stretches.

But the idea is that when these Tiny Titans stocks go, they really go.

And that's what I'll be watching.

So far, that's exactly what I've seen.

If you're curious, here are the top 10 TS Tiny Titans:

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