Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 169.9%, underperforming the market by 6.8% 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: 6.1% S&P 500: 6.3%
Year To Date: -34.3% S&P 500: -14.9%
Beta: 1.00 Accuracy: 52.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WMS 4/5/2019 16.83%
CW 4/3/2020 16.79%
CASH 4/3/2020 16.37%

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