Portfolios

Returns as of market close on 2/15/2019.

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	12.3%	6.8%	5.5%	1.14
Benjamin Graham	Value Investor	10	Annual	7/15/2003	11.6%	6.8%	4.8%	1.12
Martin Zweig	Growth Investor	20	Quarterly	7/15/2003	11.3%	6.8%	4.5%	1.09
Validea	Momentum Investor	10	Monthly	7/15/2003	11.3%	6.8%	4.5%	1.01
Peter Lynch	P/E/Growth Investor	20	Monthly	7/15/2003	10.7%	6.8%	3.9%	1.14
Kenneth Fisher	Price/Sales Investor	10	Monthly	7/15/2003	10.3%	6.8%	3.5%	1.14
James O'Shaughnessy	Growth/Value Investor	20	Monthly	7/15/2003	8.4%	6.8%	1.6%	0.98
Warren Buffett	Patient Investor	10	Monthly	12/5/2003	7.5%	6.5%	1.0%	1.04
Joseph Piotroski	Book/Market Investor	20	Annual	2/27/2004	6.4%	6.1%	0.3%	1.07
John Neff	Low PE Investor	20	Quarterly	1/2/2004	5.8%	6.3%	-0.5%	1.14
Joel Greenblatt	Earnings Yield Investor	10	Quarterly	1/27/2006	5.5%	6.1%	-0.6%	1.04
David Dreman	Contrarian Investor	10	Monthly	7/15/2003	4.8%	6.8%	-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	20	Annual	7/15/2003	8.9%	6.8%	2.1%	1.06
Validea	Validea Hot List	20	Monthly	7/15/2003	8.5%	6.8%	1.7%	1.16

Portfolios

Returns as of market close on 2/15/2019.

Consensus Portfolios

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