Portfolios

Returns as of market close on 10/20/2017.

We've developed portfolios based on the investment strategies of history's most successful stock pickers, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.

Guru Based on	Portfolio	Number Of Stocks	Rebalancing	Inception Date	Return	S&P 500	+/- S&P 500	Beta
Motley Fool	Small-Cap Growth Investor	10	Monthly	7/15/2003	14.5%	6.8%	7.7%	1.15
Peter Lynch	P/E/Growth Investor	20	Monthly	7/15/2003	12.8%	6.8%	6.0%	1.16
Kenneth Fisher	Price/Sales Investor	10	Monthly	7/15/2003	12.4%	6.8%	5.6%	1.16
Martin Zweig	Growth Investor	20	Quarterly	7/15/2003	12.3%	6.8%	5.5%	1.10
Benjamin Graham	Value Investor	10	Annual	7/15/2003	11.9%	6.8%	5.1%	1.14
Validea	Momentum Investor	10	Monthly	7/15/2003	11.9%	6.8%	5.1%	1.02
James O'Shaughnessy	Growth/Value Investor	20	Monthly	7/15/2003	9.4%	6.8%	2.6%	0.99
Warren Buffett	Patient Investor	10	Monthly	12/5/2003	7.8%	6.6%	1.2%	1.05
Joseph Piotroski	Book/Market Investor	20	Annual	2/27/2004	7.7%	6.1%	1.6%	1.09
John Neff	Low PE Investor	20	Quarterly	1/2/2004	6.6%	6.3%	0.3%	1.16
Joel Greenblatt	Earnings Yield Investor	10	Quarterly	1/27/2006	6.6%	6.2%	0.4%	1.05
David Dreman	Contrarian Investor	20	Monthly	7/15/2003	5.7%	6.8%	-1.1%	1.19

Consensus Portfolios

Based on	Portfolio	Number Of Stocks	Rebalancing	Inception Date	Return	S&P 500	+/- S&P 500	Beta
Validea	Top Five Gurus	10	Monthly	7/15/2003	10.6%	6.8%	3.8%	1.08
Validea	Validea Hot List	20	Monthly	7/15/2003	10.3%	6.8%	3.5%	1.18