Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 305.2%, outperforming the market by 78.9% using its optimal tax efficient 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: 8.8% S&P 500: 7.4%
Year To Date: -1.3% S&P 500: 0.4%
Beta: 0.98 Accuracy: 53.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WMS 4/5/2019 56.03%
NSIT 11/16/2018 47.57%
DHI 5/31/2019 39.55%

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