Growth/Value Investor

Based on the book by James OShaughnessy

Since 2003, this portfolio has returned 290.7%, outperforming the market by 113.4% 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: 9.6% S&P 500: 7.1%
Year To Date: 1.9% S&P 500: 3.7%
Beta: 0.99 Accuracy: 54.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MGA 6/2/2017 41.59%
SYX 4/6/2018 38.45%
LGIH 8/25/2017 30.33%

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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
PTR 129.72%
ROST 113.39%
** 112.99%
DLTR 97.50%
USNA 85.35%