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 |
|---|---|---|---|
| Twin Momentum Investor | 10 | Monthly | 20.3% |
| P/B Growth Investor | 10 | Monthly | 13.1% |
| Millennial Investor | 10 | Quarterly | 18.5% |
| Small-Cap Growth Investor | 10 | Monthly | 12.1% |
| Value Investor | 10 | Annual | 12.0% |
| Multi-Factor Investor | 10 | Annual | 17.7% |
| Earnings Revision Investor | 10 | Monthly | 17.0% |
| Private Equity Investor | 20 | Monthly | 16.8% |
| Momentum Investor | 10 | Monthly | 11.5% |
| Value Composite Investor | 20 | Monthly | 16.6% |
| Growth Investor | 20 | Quarterly | 11.2% |
| P/E/Growth Investor | 20 | Monthly | 10.6% |
| Shareholder Yield Investor | 10 | Quarterly | 16.5% |
| Price/Sales Investor | 10 | Monthly | 10.2% |
| Quantitative Momentum Investor | 20 | Monthly | 9.2% |
| Growth/Value Investor | 20 | Monthly | 8.6% |
| Patient Investor | 10 | Monthly | 7.8% |
| Acquirer's Multiple Investor | 20 | Monthly | 13.2% |
| Book/Market Investor | 20 | Annual | 6.4% |
| Low PE Investor | 20 | Quarterly | 5.8% |
| Earnings Yield Investor | 10 | Quarterly | 5.0% |
| Contrarian Investor | 10 | Monthly | 4.7% |
| Portfolio | Number Of Stocks |
Rebalancing | Return |
|---|---|---|---|
| Top Five Gurus | 20 | Annual | 9.0% |
| Validea Hot List | 20 | Monthly | 8.5% |