Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 372.4%, outperforming the market by 178.3% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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S&P 500

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

Annual Return: 10.1% S&P 500: 6.9%
Year To Date: 2.2% S&P 500: 16.6%
Beta: 1.10 Accuracy: 57.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KNSL 5/31/2019 15.16%
LDOS 5/31/2019 12.94%
CPRT 5/31/2019 6.58%

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