Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 253.0%, outperforming the market by 57.8% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

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Growth/Value
S&P 500

This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.

Annual Return: 8.2% S&P 500: 7.0%
Year To Date: 6.5% S&P 500: 16.6%
Beta: 0.99 Accuracy: 53.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CBRE 11/16/2018 19.46%
WMS 4/5/2019 18.48%
NTTYY 11/16/2018 15.27%

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