Opes 15

A proprietary strategy designed to outperform

Opes 15 is an equally weighted portfolio of 15 carefully selected, elite large-cap stocks with strong growth potential. The selection is driven by our proprietary analysis and ranking system, which evaluates each company's profitability, growth outlook, and current fair value.

Historical performance · Jan 2001 – May 2026 (25+ years)

	Total return ^[1]	Annual return ^[2]
Opes 15	159×	22%
S&P 500	9×	9%
Dow Jones	8×	9%
Nasdaq 100	15×	11%
BRK-B ^[3]	10×	9%

If you had invested $1,000 in an S&P 500 ETF on Jan 2, 2001, your investment would have grown to approximately $8,781 by May 4, 2026, representing a return multiple of 8.78×.
Annual return refers to the annualized total return over the 25-year period from Jan 2, 2001, to May 4, 2026, calculated using: Annual return = (Return multiple)^{(¹⁄_25.34)} − 1.
Berkshire Hathaway Inc., widely recognized as Warren Buffett's investment vehicle.

Past performance is for illustrative purposes only and does not guarantee or imply future results.

How we measure up

Risk and Return Comparison

Metric	Opes 15	Motley Fool	Seeking Alpha
Historical total return	Past 5 years: 201% (3×) Since 2002: 12105% (122×)	Past 5 years: 92% (1.9×) Since 2002: 6700% (68×)	SA-Quant, past 5 yrs: 156% (2.6×) SA-Analyst, past 5 yrs: 53% (1.5×)
Annualized return	Past 5 years: 25% Since 2002: 22%	Past 5 years: 14% Since 2002: 19%	SA-Quant, past 5 yrs: 21% SA-Analyst, past 5 yrs: 9%
Volatility (risk)	Publicly visible	Not disclosed	Not disclosed
Sharpe ratio	Publicly visible	Not disclosed	Not disclosed
Max drawdown	-31% (past 5 years)	-50% (past 5 years)	Not disclosed
Max drawdown duration	226 days (past 5 years)	600+ days (past 5 years)	Not disclosed

S&P 500 ETF benchmark: since 2002, annualized return of 10% and total return of 893%. Over the past 5 years, annualized return of 13% and total return of 88%.
All data and information gathered as of June 7, 2026.

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How we stack up

Robust and Affordable

Metric	Opes 15	Motley Fool	Seeking Alpha
Picking methodology	Fundamental momentum, profitability trend, valuation, forward-looking estimates	Not disclosed	Fundamentals, valuation, momentum, forward-looking analyst estimates, and profitability
Number of holdings	Only 15	2 to 5 new picks/month, unknown timing of removal	30+
Regular price	$6.99 / month	$199 - $1,999 / year	$499 / year
Free trial period	7 days - offered to everyone	None	7 days - offered to selected persons only
Monthly renewal	Yes - cancel anytime	No, 1-year contract	No, 1-year contract

Competitor data was collected to the best of our knowledge as of June 7, 2026. If you find any inaccuracies, please contact [email protected] and we will make the correction.
- Seeking Alpha Quant: seekingalpha.com/performance/quant
- Seeking Alpha Analyst: seekingalpha.com/performance/analyst-ratings
- The Motley Fool: fool.com

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Methodology

How Is the Opes 15 Portfolio Developed?

Built by Experienced Professionals

Opes 15 was designed by professionals with extensive experience in statistics, quantitative analysis, and equity research.
The strategy was rigorously researched and backtested using market data from January 2, 2001, to March 31, 2020. Performance after March 31, 2020 reflects live, real-world results, which to date have continued to outperform most major benchmarks.
To ensure reliability, we apply professional judgment and strict due diligence to avoid common backtesting pitfalls, including insufficient or biased data, arbitrary selection, statistical overfitting, and result manipulation.

Selection of the Top 15 Ranked Stocks (Equal-Weighted)

The portfolio consists of the 15 highest-ranked stocks, equally weighted to reduce concentration risk.
Candidates are filtered from the 1,000 largest U.S.-listed companies by market capitalization, ensuring a focus on large-cap, established firms. While primarily U.S.-based, the portfolio may occasionally include select Canadian or European firms listed in the U.S.
All selections are published based on independent equity research conducted by Opesway Inc., using objective statistical and financial analysis, without influence from personal judgment, market hype, or promotional bias.

Implementation

Development Flowchart

Transparency

How Is the Opes 15 Presented?

Monthly Updates and Disciplined Turnover

New stock selections are published at the beginning of each month.
New stock picks are released to subscribers before the market opens, ensuring equal access and preventing our employees from trading ahead of subscribers.
The strategy has maintained an average monthly turnover rate of approximately 20%, typically replacing three stocks while retaining a total of 15 holdings.

Full Transparency in Performance and Holdings

Free access to our full performance record from 2001 to the present, updated daily after the market closes. Results are compared against major benchmarks, including the S&P 500 (SPY), Dow Jones 30 (DIA), Nasdaq-100 (QQQ), and others.
Subscribers can view both current and historical holdings of our 15-stock portfolio, with detailed information on each tickers, including company profiles and profitability.

Watch

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Disclaimer

Opes 15 is generated using Opesway's proprietary statistical and financial models. The most up-to-date research reports are available to the public through a paid subscription. All content provided is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The information presented is not tailored to the individual needs or circumstances of any investor.

Historical performance does not guarantee future results. The Opes 15 model may not accurately predict future market performance or investment outcomes. Before making any investment decisions based on this content, users should carefully evaluate their own financial situation, investment objectives, time horizon, risk preferences, and risk tolerance, or seek advice from a qualified financial professional to determine suitability.

Using this research as a basis for leveraged investments, including trading on margin, leveraged ETFs, or stock options, may involve significant risk, including the potential for substantial or total loss of invested capital. Leverage can magnify both gains and losses, and investors may lose more than their initial investment when trading on margin or certain leveraged instruments. In addition, the value and performance of leveraged investments may be affected by factors beyond the price movement of the underlying security, such as interest costs, time decay, changes in implied volatility, compounding effects, and market liquidity. These factors can cause leveraged investments to decline rapidly, even when the underlying asset moves in the anticipated direction. Users should fully understand the mechanics, costs, and risks associated with leveraged investing before engaging in such strategies.