Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 406.1%, outperforming the market by 205.9% 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: 7.3% S&P 500: 19.1%
Beta: 1.12 Accuracy: 58.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
GPS 6/28/2019 4.28%
CRTO 6/28/2019 3.37%
URBN 6/28/2019 2.29%

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