Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 433.6%, outperforming the market by 241.4% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Growth
S&P 500

This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.

Annual Return: 11.2% S&P 500: 7.0%
Year To Date: 15.5% S&P 500: 15.9%
Beta: 1.09 Accuracy: 58.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ATHM 12/14/2018 29.50%
SIVB 10/20/2017 28.33%
TSC 3/8/2019 12.71%

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