Portfolios

Returns as of market close on 1/18/2019.

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.

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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	12.4%	6.6%	5.8%	1.14
Benjamin Graham	Value Investor	10	Annual	7/15/2003	11.4%	6.6%	4.8%	1.12
Martin Zweig	Growth Investor	20	Quarterly	7/15/2003	11.1%	6.6%	4.5%	1.09
Validea	Momentum Investor	10	Monthly	7/15/2003	10.8%	6.6%	4.2%	1.01
Peter Lynch	P/E/Growth Investor	20	Monthly	7/15/2003	10.4%	6.6%	3.8%	1.14
Kenneth Fisher	Price/Sales Investor	10	Quarterly	7/15/2003	10.0%	6.6%	3.4%	1.11
James O'Shaughnessy	Growth/Value Investor	20	Monthly	7/15/2003	8.2%	6.6%	1.6%	0.99
Warren Buffett	Patient Investor	10	Monthly	12/5/2003	7.3%	6.3%	1.0%	1.04
Joseph Piotroski	Book/Market Investor	20	Annual	2/27/2004	6.4%	5.8%	0.6%	1.07
John Neff	Low PE Investor	20	Quarterly	1/2/2004	5.6%	6.0%	-0.4%	1.14
Joel Greenblatt	Earnings Yield Investor	10	Monthly	12/2/2005	5.4%	5.9%	-0.5%	1.03
David Dreman	Contrarian Investor	10	Monthly	7/15/2003	4.6%	6.6%	-2.0%	1.18

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	8.9%	6.6%	2.3%	1.07
Validea	Validea Hot List	20	Monthly	7/15/2003	8.3%	6.6%	1.7%	1.16

Portfolios

Returns as of market close on 1/18/2019.

Consensus Portfolios

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