Top Five Gurus

Combines 5 top performing models

Since 2003, this portfolio has returned 266.2%, outperforming the market by 75.8% using its optimal monthly rebalancing period and 10 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: 8.5% S&P 500: 6.9%
Year To Date: 6.2% S&P 500: 15.2%
Beta: 1.07 Accuracy: 53.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BMA 5/3/2019 36.60%
MCFT 5/31/2019 2.52%
AMTD 5/31/2019 1.55%

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