Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 353.6%, outperforming the market by 218.9% using its optimal quarterly rebalancing period and 20 stock portfolio size.

Growth
S&P 500

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

Annual Return: 11.7% S&P 500: 6.4%
Year To Date: -2.0% S&P 500: 4.9%
Beta: 1.10 Accuracy: 59.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
OZRK 11/18/2016 6.42%
BMA 8/26/2016 6.32%
FB 2/10/2017 4.02%

Want to see all ten stock picks in this portfolio? Sign up today for a risk-free trial.

Sign Up Today

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%