Earnings Yield Investor

Based on the book by Joel Greenblatt

Since 2005, this portfolio has returned 103.2%, underperforming the market by 5.3% using its optimal monthly rebalancing period and 10 stock portfolio size.

Get the Top Ten Rated Stocks Using This Model

Get Started
Earnings Yield
S&P 500

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

Annual Return: 5.6% S&P 500: 5.8%
Year To Date: -3.0% S&P 500: -1.3%
Beta: 1.03 Accuracy: 52.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
HPQ 3/11/2016 95.98%
INVA 5/4/2018 21.52%
SGH 6/29/2018 -1.26%

Want to see all ten stock picks in this portfolio?

Learn More

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
** 111.77%
VHC 111.28%
VHC 76.06%
USNA 69.41%
HLF 67.58%