Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 256.6%, outperforming the market by 66.2% using its optimal monthly rebalancing period and 20 stock portfolio size.

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S&P 500

This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.

Annual Return: 8.3% S&P 500: 6.9%
Year To Date: 13.0% S&P 500: 15.2%
Beta: 0.99 Accuracy: 54.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
JOUT 2/8/2019 32.00%
NSIT 11/16/2018 19.66%
MDC 2/8/2019 18.30%

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