P/E/Growth Investor

Based on the book by Peter Lynch

Since 2003, this portfolio has returned 373.3%, outperforming the market by 172.9% using its optimal monthly rebalancing period and 20 stock portfolio size.

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S&P 500

This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.

Annual Return: 10.0% S&P 500: 7.0%
Year To Date: 11.3% S&P 500: 19.1%
Beta: 1.14 Accuracy: 56.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
OSK 8/23/2019 14.15%
OMF 3/8/2019 14.11%
BK 8/23/2019 10.53%

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