We've developed portfolios based on our interpretation of the investment strategies of history's most successful investors, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.
Get the Top Ten Rated Stocks Using Any of Our Guru Models
Get Started| Portfolio | Number Of Stocks |
Rebalancing | Return |
|---|---|---|---|
| P/B Growth Investor | 10 | Tax Efficient | 15.6% |
| Twin Momentum Investor | 10 | Monthly | 20.8% |
| Small-Cap Growth Investor | 10 | Monthly | 13.0% |
| Value Composite Investor | 10 | Tax Efficient | 18.2% |
| Momentum Investor | 10 | Monthly | 11.9% |
| Earnings Revision Investor | 10 | Quarterly | 17.2% |
| Multi-Factor Investor | 10 | Annual | 16.9% |
| Millennial Investor | 20 | Monthly | 16.2% |
| Growth Investor | 20 | Quarterly | 10.7% |
| P/E/Growth Investor | 20 | Monthly | 10.7% |
| Value Investor | 10 | Annual | 10.7% |
| Price/Sales Investor | 10 | Monthly | 10.4% |
| Low PE Investor | 10 | Tax Efficient | 9.7% |
| Private Equity Investor | 20 | Monthly | 15.4% |
| Quantitative Momentum Investor | 20 | Monthly | 9.5% |
| Shareholder Yield Investor | 10 | Quarterly | 15.5% |
| Growth/Value Investor | 20 | Tax Efficient | 9.0% |
| Patient Investor | 10 | Monthly | 8.6% |
| Book/Market Investor | 20 | Annual | 5.9% |
| Contrarian Investor | 20 | Tax Efficient | 5.6% |
| Earnings Yield Investor | 10 | Monthly | 5.0% |
| Acquirer's Multiple Investor | 10 | Monthly | 10.1% |
| Portfolio | Number Of Stocks |
Rebalancing | Return |
|---|---|---|---|
| Validea Hot List | 20 | Monthly | 8.5% |
| Top Five Gurus | 10 | Monthly | 8.0% |