Bank and Broker

Since 2006, this portfolio has returned 100.8%, underperforming the market by 78.4%.

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Bank and Broker
S&P 500

Annual Return: 5.9% S&P 500: 6.8%
Year To Date: 17.0% S&P 500: 10.7%
Beta: 0.92 Accuracy: 51.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CASH 1/11/2019 16.96%
PFBC 1/11/2019 14.20%
CFG 2/8/2019 3.91%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
WRLD 155.77%
BBVA 130.67%
** 128.16%
BMA 126.27%
ASPS 125.04%