Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 438.6%, outperforming the market by 248.1% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Growth
S&P 500

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

Annual Return: 11.2% S&P 500: 6.9%
Year To Date: 16.5% S&P 500: 15.2%
Beta: 1.09 Accuracy: 58.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BMA 3/8/2019 47.61%
SUPV 5/31/2019 27.40%
ATH 5/31/2019 7.21%

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