We've developed portfolios based on our interpretation of the investment strategies of history's most successful investors, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.
Get the Top Ten Rated Stocks Using Any of Our Guru Models
Get Started| Portfolio | Number Of Stocks |
Rebalancing | Return |
|---|---|---|---|
| P/B Growth Investor | 10 | Tax Efficient | 15.2% |
| Twin Momentum Investor | 10 | Monthly | 19.4% |
| Small-Cap Growth Investor | 10 | Monthly | 12.5% |
| Value Composite Investor | 10 | Tax Efficient | 16.9% |
| Multi-Factor Investor | 10 | Annual | 17.0% |
| Momentum Investor | 20 | Tax Efficient | 11.1% |
| Millennial Investor | 10 | Monthly | 16.1% |
| Earnings Revision Investor | 10 | Monthly | 15.9% |
| Value Investor | 10 | Annual | 10.6% |
| Growth Investor | 20 | Quarterly | 10.4% |
| Quantitative Momentum Investor | 20 | Monthly | 9.7% |
| P/E/Growth Investor | 20 | Monthly | 10.1% |
| Low PE Investor | 10 | Tax Efficient | 9.5% |
| Price/Sales Investor | 10 | Monthly | 9.7% |
| Shareholder Yield Investor | 10 | Monthly | 14.6% |
| Private Equity Investor | 20 | Monthly | 14.6% |
| Growth/Value Investor | 20 | Tax Efficient | 8.5% |
| Patient Investor | 10 | Monthly | 7.8% |
| Book/Market Investor | 20 | Annual | 5.6% |
| Acquirer's Multiple Investor | 10 | Monthly | 10.3% |
| Contrarian Investor | 20 | Tax Efficient | 5.1% |
| Earnings Yield Investor | 20 | Tax Efficient | 3.8% |
| Portfolio | Number Of Stocks |
Rebalancing | Return |
|---|---|---|---|
| Validea Hot List | 20 | Monthly | 8.1% |
| Top Five Gurus | 10 | Monthly | 7.9% |