Growth Investor

Based on the book by Martin Zweig

Growth Investor Strategy Explanation Video

Since 2003, this portfolio has returned 406.7%, outperforming the market by 192.5% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

Get the Top Ten Rated Stocks Using This Model

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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: 10.1% S&P 500: 7.0%
Year To Date: 2.4% S&P 500: -3.3%
Beta: 1.06 Accuracy: 53.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
LULU 9/20/2019 71.02%
TXRH 4/3/2020 64.44%
LOGI 8/23/2019 45.27%

Growth Investor Strategy Description Video

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