Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 452.0%, outperforming the market by 249.8% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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S&P 500

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

Annual Return: 11.3% S&P 500: 7.2%
Year To Date: 19.4% S&P 500: 19.8%
Beta: 1.09 Accuracy: 58.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BMA 3/8/2019 55.13%
SUPV 5/31/2019 36.64%
BBAR 5/31/2019 31.58%

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