Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 485.0%, outperforming the market by 301.1% using its optimal monthly rebalancing period and 10 stock portfolio size.

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Small-Cap Growth
S&P 500

This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

Annual Return: 11.9% S&P 500: 6.9%
Year To Date: 6.7% S&P 500: 12.6%
Beta: 1.14 Accuracy: 50.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BSTC 12/14/2018 13.06%
ATRI 1/11/2019 9.21%
TTD 3/8/2019 6.51%

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