Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 374.1%, outperforming the market by 237.6% using its optimal quarterly rebalancing period and 20 stock portfolio size.

Growth
S&P 500

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

Annual Return: 12.1% S&P 500: 6.5%
Year To Date: 2.5% S&P 500: 5.7%
Beta: 1.10 Accuracy: 59.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
OZRK 11/18/2016 19.77%
LTXB 11/18/2016 12.05%
EBSB 11/18/2016 7.56%

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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%