Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 526.5%, outperforming the market by 344.8% 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: 12.9% S&P 500: 7.1%
Year To Date: 2.8% S&P 500: 5.4%
Beta: 1.13 Accuracy: 60.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
RYAM 6/29/2018 18.14%
UTHR 7/1/2016 14.45%
HIBB 6/29/2018 9.83%

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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%
URBN 140.29%
GME 137.12%
NOV 125.89%