Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 423.7%, outperforming the market by 266.2% 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: 12.3% S&P 500: 6.8%
Year To Date: 13.2% S&P 500: 15.0%
Beta: 1.10 Accuracy: 60.4%
Full Return History

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Portfolio Holdings

Ticker Date Added Return
IPGP 5/5/2017 51.45%
CACC 5/5/2017 31.71%
FIVE 7/28/2017 21.26%

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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%