Since 2003, this portfolio has returned 248.9%, outperforming the market by 52.5% using its optimal monthly rebalancing period and 10 stock portfolio size.
Get the Top Ten Rated Stocks Using This Model
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Year | Portfolio | S&P 500 |
2003 | 2.0% | 4.7% |
2004 | 37.3% | 9.0% |
2005 | -4.6% | 3.0% |
2006 | 16.5% | 13.6% |
2007 | -12.2% | 3.5% |
2008 | -39.8% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 50.3% | 23.5% |
2010 | 6.3% | 12.8% |
2011 | 10.2% | -0.0% |
2012 | 15.1% | 13.4% |
2013 | 34.8% | 29.6% |
2014 | 5.6% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -3.0% | -0.7% |
2016 | 3.7% | 9.5% |
2017 | 29.5% | 19.4% |
2018 | -13.0% | -6.2% |
2019 YTD | 29.4% | 25.5% |
Ticker | Date Added | Return |
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