Growth/Value Investor

Based on the book by James OShaughnessy

Since 2003, this portfolio has returned 276.7%, outperforming the market by 113.3% 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: 9.4% S&P 500: 6.8%
Year To Date: -1.7% S&P 500: -1.5%
Beta: 0.99 Accuracy: 54.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
THO 4/8/2016 62.50%
LGIH 8/25/2017 57.32%
MGA 6/2/2017 27.36%

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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%