Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 565.2%, outperforming the market by 363.0% 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: 12.6% S&P 500: 7.2%
Year To Date: 21.3% S&P 500: 19.8%
Beta: 1.14 Accuracy: 50.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
OLED 5/31/2019 38.81%
RGEN 5/31/2019 27.31%
PAYS 6/28/2019 27.23%

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