Growth/Value Investor

Based on the book by James O'Shaughnessy

Since 2003, this portfolio has returned 281.3%, outperforming the market by 80.9% 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: 8.6% S&P 500: 7.0%
Year To Date: 15.0% S&P 500: 19.1%
Beta: 0.98 Accuracy: 54.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WMS 4/5/2019 33.22%
NSIT 11/16/2018 27.87%
DHI 5/31/2019 26.22%

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