Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 621.4%, outperforming the market by 432.6% 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: 13.9% S&P 500: 7.2%
Year To Date: 12.8% S&P 500: 8.0%
Beta: 1.14 Accuracy: 50.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
JOUT 3/9/2018 46.75%
PLNT 6/1/2018 24.05%
RMR 7/27/2018 4.63%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
LULU 350.55%
** 137.44%
** 86.99%
UIHC 83.52%
** 80.10%