Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 260.6%, outperforming the market by 104.9% using its optimal tax efficient 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: 8.0% S&P 500: 5.8%
Year To Date: -27.1% S&P 500: -21.3%
Beta: 1.05 Accuracy: 51.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
LDOS 5/31/2019 24.04%
LOGI 8/23/2019 3.42%
CASH 1/11/2019 0.37%

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