Growth/Value Investor

Based on the book by James OShaughnessy

Since 2003, this portfolio has returned 204.9%, outperforming the market by 63.4% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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: 8.4% S&P 500: 6.6%
Year To Date: 0.4% S&P 500: 7.9%
Beta: 0.99 Accuracy: 55.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
HPQ 3/11/2016 57.86%
THO 6/3/2016 41.82%
AXAHY 8/26/2016 32.72%

Want to see all ten stock picks in this portfolio? Sign up today for a risk-free trial.

Sign Up Today

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%