Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 414.7%, outperforming the market by 198.6% 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: 10.5% S&P 500: 7.3%
Year To Date: 11.4% S&P 500: 25.3%
Beta: 1.10 Accuracy: 57.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SBCF 8/23/2019 26.83%
CPRT 5/31/2019 23.52%
FCNCA 8/23/2019 20.40%

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