Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 426.9%, outperforming the market by 200.6% using its optimal annual rebalancing period and 10 stock portfolio size.

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Value
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: 10.6% S&P 500: 7.4%
Year To Date: -5.5% S&P 500: 0.4%
Beta: 1.12 Accuracy: 59.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
URBN 6/28/2019 14.51%
HIBB 6/29/2018 13.45%
MD 6/28/2019 2.81%

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