Earnings Yield Investor

Based on the book by Joel Greenblatt

Since 2005, this portfolio has returned 62.5%, underperforming the market by 68.6% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

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Earnings Yield
S&P 500

This value model looks for companies with high return on capital and earnings yields.

Annual Return: 3.6% S&P 500: 6.3%
Year To Date: 4.6% S&P 500: 16.6%
Beta: 1.13 Accuracy: 51.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
LRCX 11/16/2018 40.57%
WGO 10/19/2018 20.17%
TGNA 7/29/2016 12.00%

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