Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 315.3%, outperforming the market by 80.7% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

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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: 9.0% S&P 500: 7.6%
Year To Date: 1.1% S&P 500: 2.9%
Beta: 0.98 Accuracy: 54.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WMS 4/5/2019 57.21%
NSIT 11/16/2018 52.21%
ROCK 6/28/2019 39.20%

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