Growth/Value Investor

Based on the book by James OShaughnessy

Since 2003, this portfolio has returned 228.8%, outperforming the market by 81.2% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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: 8.8% S&P 500: 6.7%
Year To Date: 8.3% S&P 500: 10.7%
Beta: 0.99 Accuracy: 56.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
THO 6/3/2016 66.28%
HPQ 3/11/2016 64.62%
LGIH 2/10/2017 55.28%

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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
** 160.19%
TJX 134.76%
PTR 129.72%
** 118.90%
ROST 118.46%