Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 544.6%, outperforming the market by 344.2% using its optimal monthly rebalancing period and 10 stock portfolio size.

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Small-Cap Growth
S&P 500

This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

Annual Return: 12.1% S&P 500: 7.0%
Year To Date: 17.5% S&P 500: 19.1%
Beta: 1.14 Accuracy: 50.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
INS 5/3/2019 31.48%
AUDC 2/8/2019 29.42%
ZYXI 6/28/2019 16.57%

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