Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 517.2%, outperforming the market by 331.5% 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: 12.2% S&P 500: 6.8%
Year To Date: 12.6% S&P 500: 13.3%
Beta: 1.14 Accuracy: 49.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
PCTY 2/8/2019 19.46%
INS 5/3/2019 18.02%
ERIE 3/8/2019 14.65%

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