Earnings Yield Investor

Based on the book by Joel Greenblatt

Since 2006, this portfolio has returned 104.2%, outperforming the market by 7.6% using its optimal quarterly rebalancing period and 10 stock portfolio size.

Earnings Yield
S&P 500

This value model looks for companies with high return on capital and earnings yields.

Annual Return: 6.3% S&P 500: 6.0%
Year To Date: -6.3% S&P 500: 11.8%
Beta: 1.05 Accuracy: 49.6%
Full Return History

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Portfolio Holdings

Ticker Date Added Return
HPQ 3/11/2016 67.44%
ETM 7/28/2017 11.56%
ABG 7/28/2017 5.34%

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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
** 189.81%
VHC 169.02%
** 114.74%
** 106.06%
USNA 101.18%