Think of some fun times that you’ve had recently… Did you know you can profit from the same companies that provided happy times for you and your family? Why not invest in a little fun and happiness? Here is our very own stock index of companies that focus on fun but may also represent solid investment potential. Click HERE to learn how to build your own Fun Stocks Index, and click HERE to learn more about the Fun Stocks Index.

Nominate a Fun Stock for inclusion in our Fun Stocks Index.

 FUN STOCKS INDEX – Look for dynamic changes soon!IBFS-Fun stocks Index

Stock Symbol Company Stock Price 1/1/2009 Stock Price 2/28/2015 %
Current Dividend Yield (%) Price/ Earnings (P/E) Ratio Current IBSS Rating
 AXP American Express Co.
(Travel, Credit Cards)
 18.55  82.13  342.75%  1.17  19.8  HW
 CAB Cabela’s Inc.
(Sports Retailer)
 54.94  842.37%  -0-  25.1  HW
CMCSA Comcast Corp.
(Cable TV)
 53.81  218.78%  1.75  18.8  HW
 DIS Walt Disney Co.
(Theme Parks, Movies)
 91.93  305.16%  1.12  20.3  HW
 DISH Dish Network Corp.
(Satellite Entertainment)
 11.09  72.59  554.55%  -0-  39.9 HW
 DISCA Discovery Communications Inc.
(Discovery Channel)
 14.16  29.28  313.56%   -0-  33.5  HW
 DKS Dicks Sporting Goods Inc.
(Sports Equipment Retailer)
 13.04  52.74  304.45%  0.13  21.3  HW
 EXPE Expedia Inc.
(Online Travel)
 16.48 86.22  423.18% 0.82 51.4  HW
 FUN Cedar Fair L.P.
(Theme Parks)
 54.50  334.96% 4.81 41.8  HW
 LGF Lions Gate Entertainment Corp.
(Movie Production)
 5.50 28.29  414.36%    -0-  20.4  HW
NFLX Netflix Inc.
(Movie Rentals)
 441.06  1375.63%   -0- 612.5  HW
(Online Travel)
1013.03  1275.47%  -0-  31.8  HW
PNRA Panera Bread Co.
(Restaurant Chain)
 172.85  230.88%   -0-  30.9 HW
SNI Scripps Networks Interactive, Inc.
(Food & Travel Channels)
 71.75  226.14%  0.83  16.4  HW
TWX Time Warner Inc.
(TV, Entertainment)
 78.59  160.15%  0.29  19.0  HW
Total Index Price
 344.74 2412.99  683%  N/A   N/A   N/A
SPY S&P 500 Index (SPY/ETF)
201.92  133%  2.10  18.4  AS
% Gain/(Loss)
 N/A N/A  N/A
 N/A FSI  344.74  2412.99   683%  N/A  N/A  N/A
RATINGS KEY (Red indicates recent change in suggested action): AS = Accumulate Slowly, BN = Buy Now, HW = Hold & Watch, SN = Sell Now, SS = Sell Slowly. 


The Fun Stocks Index© is an index of 15 stocks selected as representative of American businesses which entertain, provide enjoyment, and create “happy times” for the consumer. Investors can submit stocks as candidates for the Index, and if the research confirms a stock meets the criteria, subscribers will have the opportunity to vote a stock onto the Index or reject it. Please review our Terms of Service, Privacy Policy, and Disclaimer and Disclosures.

Nominate a Fun Stock for inclusion in our Fun Stocks Index.


  1. […] days of the month, we see no serious threats to our long-term allocation formulas. In fact, our Fun Stocks Index, which we presented in July 2013, has gained 29.49% since that date (1 year ago), while the S&P […]

  2. […] portfolio of entertainment (or “fun”) stocks as represented by our Fun Stocks Index, which has gained 650% since January 2009, beating all the major indexes since that […]

  3. […] Fun Stocks Index has rebounded nicely from its low on April 30, 2014 (+9.34% vs. only +2.32% for the S&P 500/SPY […]

  4. […] Fun Stocks Index (FSI) of mostly high growth stocks experienced a significant setback in April, with a decline of […]

  5. […] it is important to make efforts to manage the risks that impact our portfolios. For example, our Fun Stocks Index corrected down – 9.94% in March even though the entire market barely moved. This divergence […]

  6. […] Fun Stocks Index, which contains 15 of the most profitable U.S. companies that provide fun times for consumers, is […]

  7. […] gaining a record 76.44% in 2013, the Fun Stocks Index of 15 high growth companies created by Jim Tso on January 1, 2009, reached another record high (up […]

  8. […] Fun Stocks Index (FSI) was down only 1.32% in January. It continues to outperform the major […]

  9. […] our TSOA Retirement Portfolios, so there are no changes. There are, however, some changes to our Fun Stocks Index. Check them […]

  10. […] the Dow Jones Index and S&P 500 Index were setting record highs this month, our Fun Stocks Index (FSI) also set record highs. The following chart compares FSI very favorably to the other major U.S. […]

  11. […] identify with, for example, Panera, Disney, Netflix, and so forth. Check out the 15 stocks in our Fun Stocks Index for some ideas. For more suggestions, ask your kids what products they like. For example, when my […]

  12. […] Fun Stocks Index hit new highs this week – up to 592.75% since January 1, 2009 and up 68.11% […]

  13. […] the U.S. Stock Market has traded this week in a narrow range, our Fun Stocks Index continues to set performance records (up 586.82% since January 1, 2009 and up 66.67% […]

  14. […] rally mode this past week as both the Dow 30 and S&P 500 indices set all time record highs. Our Fun Stocks Index also set record highs (up 565.70% since January 1, 2009, and up 61.55% YTD). Clearly more buyers […]

  15. […] the Dow Jones Index and S&P 500 Index were setting record highs this week, our Fun Stocks Index (FSI) also set record highs. The following chart compares FSI very favorably to the other major U.S. […]

  16. […] Fun Stocks Index continues to set records. But even here, we believe that only very selective purchases should be […]

  17. […] Fun Stocks Index has regained its momentum despite the volatile markets of the past week. Its performance is still […]

  18. […] week, the S&P 500 dropped 2% from its all-time high due to the political headlines. Our Fun Stocks Index (FSI) rose 4% in spite of those same events. Investors continue to believe in the companies that […]

  19. […] better. We are providing tools that you can use to self-direct your investments. One example is our Fun Stocks Index. Very soon we will provide our tool called ”My Optimal Asset Allocation Analyzer […]

  20. […] very positively to this surprise move, as both the Dow and S&P 500 hit all-time highs. Our Fun Stocks Index also gained over 10% over the past week and reached its all-time high of up 534.31% (since […]

  21. […] the other hand, our Fun Stocks Index (up to 508% since January 1, 2009) is hitting an all time intra-day high. If you are following our […]

  22. […] Fun stocks IndexTM  (FSI), which has outperformed the S&P 500 by more than 6 to 1 since January 1, 2009, is not […]

  23. […] for our FunStocksIndex, those 15 stocks are showing stronger positive trends after reporting – on the whole – […]

  24. […] FunStocksIndex™ will be an ongoing discussion here on our Invest Better, Spend Smarter […]

  25. […] View our FunStocksIndex™ chart […]

  26. Invest In Joy & Happiness July 12, 2013 at 5:05 pm -

    […] View our FunStocksIndex™ chart […]

  27. […] FunStocksIndex™ will be an ongoing discussion here on our InvestBetterSpendSmarter blog. Jim Tso, who is a 35-year […]

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