Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 369.7%, outperforming the market by 219.4% using its optimal annual rebalancing period and 10 stock portfolio size.

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: 11.5% S&P 500: 6.7%
Year To Date: 3.3% S&P 500: 11.8%
Beta: 1.14 Accuracy: 61.3%
Full Return History

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Portfolio Holdings

Ticker Date Added Return
ZUMZ 6/30/2017 36.03%
KORS 6/30/2017 23.17%
URBN 6/30/2017 22.33%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
PKX 248.06%
** 143.26%
GME 137.12%
NOV 125.89%
** 114.91%