Growth/Value Investor

Based on the book by James OShaughnessy

Since 2003, this portfolio has returned 254.2%, outperforming the market by 75.0% 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: 8.4% S&P 500: 6.8%
Year To Date: 12.3% S&P 500: 10.7%
Beta: 0.98 Accuracy: 54.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TSCO 5/4/2018 45.73%
BBL 9/22/2017 27.78%
NSIT 11/16/2018 19.79%

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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%