Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 403.6%, outperforming the market by 213.1% 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: 10.7% S&P 500: 6.9%
Year To Date: 6.8% S&P 500: 15.2%
Beta: 1.12 Accuracy: 59.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SAFM 6/29/2018 37.17%
AGX 6/29/2018 0.54%
HIBB 6/29/2018 -3.84%

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