Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 249.6%, outperforming the market by 72.9% 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: 7.8% S&P 500: 6.3%
Year To Date: -37.3% S&P 500: -14.9%
Beta: 1.11 Accuracy: 55.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
UTHR 7/1/2016 -11.30%
STLD 6/28/2019 -22.19%
URBN 6/28/2019 -23.38%

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