Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 493.8%, outperforming the market by 301.6% 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: 12.0% S&P 500: 7.0%
Year To Date: 25.9% S&P 500: 15.9%
Beta: 1.12 Accuracy: 60.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SAFM 6/29/2018 34.65%
AGX 6/29/2018 22.15%
NPSNY 6/29/2018 3.37%

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