Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 276.2%, outperforming the market by 112.4% using its optimal tax efficient rebalancing period and 10 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 8.8% S&P 500: 6.4%
Year To Date: 19.9% S&P 500: 16.6%
Beta: 1.18 Accuracy: 54.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
PHM 11/16/2018 30.20%
KBH 1/11/2019 29.57%
DFS 2/8/2019 18.92%

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