Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 438.1%, outperforming the market by 323.9% using its optimal monthly rebalancing period and 10 stock portfolio size.

Small-Cap Growth
S&P 500

This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

Annual Return: 13.5% S&P 500: 5.9%
Year To Date: -4.9% S&P 500: 4.9%
Beta: 1.15 Accuracy: 49.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
GGAL 8/26/2016 3.44%
PDFS 10/21/2016 2.05%
BANF 10/21/2016 1.20%

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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%