P/E/Growth Investor

Based on the book by Peter Lynch

Since 2003, this portfolio has returned 370.0%, outperforming the market by 179.6% using its optimal monthly rebalancing period and 20 stock portfolio size.

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S&P 500

This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.

Annual Return: 10.2% S&P 500: 6.9%
Year To Date: 10.6% S&P 500: 15.2%
Beta: 1.14 Accuracy: 56.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BMA 3/8/2019 47.61%
SUPV 5/31/2019 27.40%
IBKR 3/8/2019 5.96%

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