Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 386.5%, outperforming the market by 186.1% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Growth
S&P 500

This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.

Annual Return: 10.2% S&P 500: 7.0%
Year To Date: 5.3% S&P 500: 19.1%
Beta: 1.10 Accuracy: 57.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KNSL 5/31/2019 27.58%
ABCB 8/23/2019 19.29%
CPRT 5/31/2019 15.17%

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