Bank and Broker

Since 2006, this portfolio has returned 129.0%, underperforming the market by 43.0%.

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Bank and Broker
S&P 500

Annual Return: 7.5% S&P 500: 7.0%
Year To Date: -1.1% S&P 500: 1.8%
Beta: 0.92 Accuracy: 51.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CACC 5/5/2017 67.67%
SBCF 5/4/2018 14.96%
FBNC 5/4/2018 6.03%

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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%