Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 275.0%, outperforming the market by 74.1% 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: 8.5% S&P 500: 7.0%
Year To Date: 13.1% S&P 500: 19.4%
Beta: 0.98 Accuracy: 54.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CBRE 11/16/2018 22.46%
DHI 5/31/2019 20.63%
WMS 4/5/2019 20.13%

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