Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 387.8%, outperforming the market by 240.1% using its optimal quarterly rebalancing period and 20 stock portfolio size.

S&P 500

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

Annual Return: 11.9% S&P 500: 6.7%
Year To Date: 5.4% S&P 500: 10.7%
Beta: 1.10 Accuracy: 59.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
NTRI 5/5/2017 30.06%
UNH 2/10/2017 18.66%
IPGP 5/5/2017 17.62%

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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
LULU 133.89%
** 107.34%
** 96.33%
IBN 95.93%
MNST 77.47%