Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 328.5%, outperforming the market by 145.1% 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: 9.6% S&P 500: 6.7%
Year To Date: 36.6% S&P 500: 25.3%
Beta: 1.08 Accuracy: 54.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KBH 1/11/2019 68.78%
PHM 11/16/2018 63.04%
SCVL 8/23/2019 57.61%

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