P/E/Growth Investor

Based on the book by Peter Lynch

Since 2003, this portfolio has returned 400.2%, outperforming the market by 263.7% using its optimal monthly rebalancing period and 20 stock portfolio size.

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: 12.5% S&P 500: 6.5%
Year To Date: 4.3% S&P 500: 5.7%
Beta: 1.16 Accuracy: 59.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WNC 3/11/2016 65.42%
UTHR 5/6/2016 55.25%
MMI 2/12/2016 42.69%

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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
DFS 178.22%
HUM 172.54%
WRLD 117.66%
NPK 90.21%
HUM 79.84%