Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 308.2%, outperforming the market by 138.8% 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: 9.3% S&P 500: 6.5%
Year To Date: 30.1% S&P 500: 19.1%
Beta: 1.08 Accuracy: 54.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KBH 1/11/2019 72.32%
PHM 11/16/2018 53.38%
SCVL 8/23/2019 39.50%

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