Skip to main content

Actionable market insights that have outperformed the S&P 500 for over 26 years.

Latest News

Cover image for Moderna’s Eruption

Moderna’s Eruption

August 19, 2026

Moderna (MRNA) skyrocketed today, more than doubling, up 177 percent, on the news of a successful Phase 3 melanoma trial. The combination of Moderna's vaccine with Merck's Keytruda significantly reduced the risk of melanoma returning or spreading compared with Keytruda alone. This was the first successful late-stage trial of an individualized mRNA cancer vaccine and validates Moderna's mRNA oncology platform for other cancers.

Read More

Investment Performance Comparison

Growth of $100,000 invested in 2000

This chart shows the growth of $100,000 invested in the S&P 500 (in gray) since 2000 would have grown to $465,820, versus $834,366 if it was invested in the Sound Advice recommendations (in blue) for 79 percent more capital return.

Mr. Cardiff photo

About the Author

Gray Cardiff has been the editor of Sound Advice since its inception in 1988. The Sound Advice Model Portfolio has significantly outpaced the return of the S&P 500 Index since 2000 with less volatility and risk. Mr. Cardiff also manages the Sound Advice Diversified Growth Fund, which maintains positions exclusively in all of the Sound Advice model portfolio recommendations. He is also an investor in the Fund on a side-by-side basis with other investors.


Subscribe to Sound Advice for free today

Free for life, no credit card or commitment required.

Sign up Today

Invest Alongside Gray

Gray Cardiff invites you to invest side-by-side with him in the Sound Advice Diversified Growth Fund. Mirroring all newsletter recommendations, the Fund offers flexible income distributions, and is IRA-eligible.

Minimum: $125,000.

Request a Prospectus
Fund performance chart

The Sound Advice Model Portfolio

Stock and fund prices may delayed by up to 20 minutes.

Growth with Income Symbol Price Yield (%) Action Limit
Chevron CVX 205.77 3.32 Buy 216.06
Cisco Systems CSCO 109.59 1.50 Buy 115.07
Haliberton HAL 35.69 1.91 Buy 37.47
Invesco Consumer Staples ETF RSPS 31.41 2.64 Buy 32.98
JP Morgan Chase JPM 351.55 1.59 Buy 369.13
RLJ Lodging RLJ 11.48 5.23 Buy 12.05
RLJ Lodging Trust - Preferred A 1 RLJ-PA 25.21 7.74 Hold 25.00
Valero VLO 341.51 1.32 Buy 358.59
Growth Symbol Price Yield (%) Action Limit
Exxon Mobil XOM 166.15 2.48 Buy 174.46
Genomic Revolution Multi-Sector ARKG 47.64 Buy 50.02
Golbal Robotics & Automation ETF ROBO 80.94 0.38 Buy 84.99
Invesco Basic Materials ETF RSPM 40.44 1.73 Buy 42.46
Invesco Health Care ETF RSPH 37.23 0.59 Buy 39.09
Invesco Small Cap Industrials ETF PSCI 176.32 0.54 Buy 185.14
Moderna MRNA 133.32 Buy 139.99
S&P 500 Equal Weight ETF RSP 220.28 1.30 Buy 231.29
Virtus LifeSci Biotech Products BBP 106.77 Buy 112.11
Hedges Symbol Price Yield (%) Action Limit
ProShares UltraShort Pro Russell SRTY 22.03 Buy 23.13
ProShares UltraShort Russell 2000 TWM 21.17 Buy 22.23
ProShares UltraShort S&P 500 SDS 54.97 Buy 57.72
  1. RLJ Lodging Trust - Preferred A: The symbol for this stock is RJLPA on some systems, like Fidelity.

More Updates

Cover image for Qualcomm: It’s a Good Time

Qualcomm: It’s a Good Time

August 14, 2026

Qualcomm (QCOM) is being added to the Sound Advice portfolio. A complete explanation will follow in the next issue of Sound Advice scheduled to be published on the first of September, but we are adding QCOM now as a timely investment.

The stock price is down 34 percent from its peak of $250 in early June and is...

Read post
Cover image for August 2026 - Is The Bull Still Alive?

August 2026 - Is The Bull Still Alive?

August 1, 2026

It’s a little scary. After 17 years, it is natural to worry if the bull market may be getting tired soon. Price/earnings (P/E) ratios, the standard measure of valuations, are at record highs. We can’t even measure the P/E of the Russell 2000 stocks because more than 40 percent don’t even have positive earnings. The Wall Street darlings, the so-called Magnificent Seven, are at astronomical P/E ratios but they are now taking on debt to finance monumental capital expenditures on data centers. The AI race is looking more and more like the Dot Com bubble of the late 1990s. 

Read issue
Cover image for July 2026 - The Rotation to Healthcare

July 2026 - The Rotation to Healthcare

July 1, 2026

The healthcare sector has been languishing during the past three years. Returns were close to zero in 2023 and 2024. Some life returned in 2025, but the return for the entire three-year period was far below the rest of the market. The wake of this abandonment has left this sector undervalued and replete with investment bargains. 

During this time, the market has been enthralled with the AI boom and ramping up the stock prices of the companies in the race to build data centers.  As these companies have become extended, Sound Advice has continued to recommend staying away from the hyper-scalers while investing in unappreciated companies and sectors that will benefit from the proliferation of AI to enhance innovation and production while streamlining costs. Healthcare is clearly one of those sectors.

 

Read issue
Cover image for June 2026 - The Inflation Specter

June 2026 - The Inflation Specter

May 31, 2026

Sound Advice has joined the 21st century! We have a new responsive layout for a smoother reading experience on your phone or tablet. You can also follow links to the original research and sources of information.

In May, it was reported that sharp increases in energy costs caused by war in the Middle East caused inflation to spike to 3.8 percent, pushing the inflation rate even higher above the Federal Reserve’s targeted mandate of 2.0 percent. Wholesale prices also increased, indicating more inflation is in the pipeline. In response, yields on Treasury securities rose, with the yield on the 30-year Treasury bond climbing above 5 percent to its highest level since 2007. 

Traditionally, stubbornly high inflation and rising Treasury bond yield is very bad news for stocks. However, the market was not rattled. Why not?

Read issue