Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 568.4%, outperforming the market by 356.2% 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: 12.3% S&P 500: 7.2%
Year To Date: 21.9% S&P 500: 23.8%
Beta: 1.14 Accuracy: 50.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
AUDC 2/8/2019 57.32%
INS 5/3/2019 19.42%
PFSI 8/23/2019 16.32%

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