Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 301.9%, outperforming the market by 89.7% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

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Growth/Value
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: 8.9% S&P 500: 7.2%
Year To Date: 21.2% S&P 500: 23.8%
Beta: 0.98 Accuracy: 54.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
NSIT 11/16/2018 43.65%
WMS 4/5/2019 34.40%
ROCK 6/28/2019 28.47%

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