Since 2003, this portfolio has returned 172.7%, outperforming the market by 37.0% using its optimal monthly rebalancing period and 10 stock portfolio size.
This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.
| 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% |
| Year | Portfolio | S&P 500 |
| 2008 | -39.8% | -38.5% |
| 2009 | 50.3% | 23.5% |
| 2010 | 6.3% | 12.8% |
| 2011 | 10.2% | -0.0% |
| 2012 | 15.1% | 13.4% |
| Year | Portfolio | S&P 500 |
| 2013 | 34.8% | 29.6% |
| 2014 | 5.6% | 11.4% |
| 2015 | -3.0% | -0.7% |
| 2016 | 3.7% | 9.5% |
| 2017 YTD | 14.0% | 11.8% |
| Ticker | Date Added | Return |
|---|