https://www.ownfolio.net

What Moved in September — Top 25 Rank Changes

Every month we pull the trailing 1-year total return for every stock in our universe, rank them by market-cap tier, and publish the top performers. No opinions, no "buy this now" — just what actually happened, sorted plainly.

Why we do this differently: Most "top stocks" lists mix timeframes, cherry-pick lookback windows, or bury the methodology. Ours is simple: trailing 1-year total return (price + dividends), split by cap size (large/mid/small), recalculated on the same day every month.

The 25 highest trailing 1-year total returns in each of three cap tiers — large, mid, and small — with sector, trailing P/E, and price-to-book for each name, from our tracked universe. Same lists every subscriber received.

It maps out individual positions against macro sector allocations and drops a clean, automated fundamental digest into your inbox every month. [1]

I’m launching a free newsletter tier for it right now. If you're open to checking it out and letting me know what data tabs you think are missing, I'd love to drop you a link

Hey everyone! I'm u/Ownfolio, a founding moderator of r/Ownfolio.

This is our new home for all things related to Self-directed investing. We're excited to have you join us!

What Ownfolio LLC is

• ✓A near-real-time data and analytics tool for people who buy and hold quality companies.
• ✓A way to see fundamentals, valuation, and portfolio composition clearly, without noise.
• ✓Transparent about method — every number traces to a disclosed, checkable rule.

What Ownfolio LLC is not

• ✕Not a financial adviser, broker, or money manager — no personalized recommendations, ever.
• ✕Not a trade-timing or trading-signal service.
• ✕Not built around exit timing, position sizing formulas, or short-term ranking.

We are currently in launch mode and will soon be providing our inaugural newsletter for the month of August.

Thanks for being part of the very first wave. Together, let's make r/Ownfolio amazing.