Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 416.2%, outperforming the market by 213.7% 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: 7.1%
Year To Date: 9.4% S&P 500: 20.0%
Beta: 1.12 Accuracy: 59.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
URBN 6/28/2019 17.58%
CRTO 6/28/2019 13.31%
GPS 6/28/2019 7.07%

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