Portfolios

Returns as of market close on 5/24/2018.

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	14.4%	7.0%	7.4%	1.14
Benjamin Graham	Value Investor	10	Annual	7/15/2003	13.4%	7.0%	6.4%	1.13
Martin Zweig	Growth Investor	10	Quarterly	7/15/2003	12.2%	7.0%	5.2%	1.08
Peter Lynch	P/E/Growth Investor	20	Monthly	7/15/2003	11.9%	7.0%	4.9%	1.15
Validea	Momentum Investor	10	Monthly	7/15/2003	11.7%	7.0%	4.7%	1.02
Kenneth Fisher	Price/Sales Investor	10	Monthly	7/15/2003	11.1%	7.0%	4.1%	1.15
James O'Shaughnessy	Growth/Value Investor	20	Monthly	7/15/2003	9.5%	7.0%	2.5%	0.99
Warren Buffett	Patient Investor	10	Monthly	12/5/2003	8.0%	6.7%	1.3%	1.04
Joseph Piotroski	Book/Market Investor	20	Annual	2/27/2004	7.6%	6.3%	1.3%	1.08
John Neff	Low PE Investor	20	Quarterly	1/2/2004	6.5%	6.4%	0.1%	1.15
Joel Greenblatt	Earnings Yield Investor	10	Monthly	12/2/2005	6.5%	6.3%	0.2%	1.03
David Dreman	Contrarian Investor	20	Monthly	7/15/2003	5.4%	7.0%	-1.6%	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	10.6%	7.0%	3.6%	1.08
Validea	Validea Hot List	20	Monthly	7/15/2003	9.3%	7.0%	2.3%	1.17

Portfolios

Returns as of market close on 5/24/2018.

Consensus Portfolios

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