Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 265.5%, outperforming the market by 66.1% 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: 8.4% S&P 500: 7.1%
Year To Date: 15.8% S&P 500: 18.7%
Beta: 0.98 Accuracy: 54.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MDC 2/8/2019 31.92%
SKX 6/28/2019 23.88%
NSIT 11/16/2018 22.79%

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