Bank and Broker

Since 2006, this portfolio has returned 125.4%, underperforming the market by 58.5%.

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Bank and Broker
S&P 500

Annual Return: 7.2% S&P 500: 7.2%
Year To Date: -2.6% S&P 500: 6.2%
Beta: 0.92 Accuracy: 51.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CACC 5/5/2017 102.46%
SBCF 5/4/2018 8.71%
SIVB 5/4/2018 5.10%

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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%