Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 395.0%, outperforming the market by 192.5% using its optimal quarterly 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: 10.4% S&P 500: 7.1%
Year To Date: 7.1% S&P 500: 20.0%
Beta: 1.10 Accuracy: 57.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KNSL 5/31/2019 21.34%
SIVB 8/23/2019 19.50%
CPRT 5/31/2019 14.45%

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