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.
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Get the Top Ten Rated Stocks Using Any of Our Guru Models
Get Started| Portfolio | Number Of Stocks |
Rebalancing | Return |
|---|---|---|---|
| P/B Growth Investor | 10 | Tax Efficient | 14.8% |
| Twin Momentum Investor | 10 | Monthly | 19.7% |
| Small-Cap Growth Investor | 10 | Monthly | 11.9% |
| Value Composite Investor | 10 | Tax Efficient | 16.1% |
| Growth Investor | 20 | Tax Efficient | 10.1% |
| Momentum Investor | 20 | Tax Efficient | 10.0% |
| P/E/Growth Investor | 20 | Monthly | 9.6% |
| Millennial Investor | 20 | Monthly | 14.3% |
| Multi-Factor Investor | 10 | Annual | 14.8% |
| Value Investor | 10 | Annual | 9.4% |
| Quantitative Momentum Investor | 20 | Monthly | 8.9% |
| Price/Sales Investor | 10 | Monthly | 9.1% |
| Earnings Revision Investor | 10 | Quarterly | 14.5% |
| Low PE Investor | 10 | Tax Efficient | 8.4% |
| Patient Investor | 10 | Monthly | 8.0% |
| Private Equity Investor | 20 | Monthly | 13.0% |
| Growth/Value Investor | 20 | Monthly | 7.3% |
| Shareholder Yield Investor | 20 | Monthly | 11.5% |
| Book/Market Investor | 20 | Annual | 4.8% |
| Acquirer's Multiple Investor | 10 | Monthly | 10.0% |
| Earnings Yield Investor | 10 | Quarterly | 4.2% |
| Contrarian Investor | 20 | Tax Efficient | 3.9% |
| Portfolio | Number Of Stocks |
Rebalancing | Return |
|---|---|---|---|
| Validea Hot List | 10 | Tax Efficient | 7.0% |
| Top Five Gurus | 20 | Annual | 6.8% |