Top Five Gurus

Combines 5 top performing models

Since 2003, this portfolio has returned 132.9%, underperforming the market by 22.7% using its optimal annual rebalancing period and 20 stock portfolio size.

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Top Five Gurus
S&P 500

This model selects stocks using five of our strategies with the best risk-adjusted returns. 20% of the portfolio is selected using each strategy.

Annual Return: 5.2% S&P 500: 5.8%
Year To Date: -32.4% S&P 500: -21.3%
Beta: 1.04 Accuracy: 56.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CACC 7/3/2014 125.53%
ROCK 6/28/2019 6.22%
UNH 6/28/2019 -0.64%

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