Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 564.8%, outperforming the market by 370.7% 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: 12.5% S&P 500: 6.9%
Year To Date: 21.2% S&P 500: 16.6%
Beta: 1.14 Accuracy: 50.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
OLED 5/31/2019 45.07%
RGEN 5/31/2019 34.73%
INS 5/3/2019 34.71%

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