Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 439.8%, outperforming the market by 263.2% 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: 10.6% S&P 500: 6.3%
Year To Date: -19.5% S&P 500: -14.9%
Beta: 1.13 Accuracy: 49.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ACMR 1/10/2020 47.61%
POWI 4/3/2020 14.18%
PLMR 4/3/2020 9.43%

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