Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 450.2%, outperforming the market by 292.4% using its optimal annual rebalancing period and 10 stock portfolio size.

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S&P 500

This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.

Annual Return: 12.6% S&P 500: 6.8%
Year To Date: 21.0% S&P 500: 15.2%
Beta: 1.14 Accuracy: 62.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KORS 6/30/2017 55.28%
ZUMZ 6/30/2017 53.04%
URBN 6/30/2017 50.49%

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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
PKX 248.06%
** 143.26%
GME 137.12%
NOV 125.89%
** 114.91%