Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 266.2%, outperforming the market by 74.0% 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: 8.6% S&P 500: 7.0%
Year To Date: 16.1% S&P 500: 15.9%
Beta: 0.99 Accuracy: 54.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TSCO 5/4/2018 53.96%
NSIT 11/16/2018 25.04%
JOUT 2/8/2019 20.46%

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