Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2003, this portfolio has returned 656.1%, outperforming the market by 421.6% 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: 13.0% S&P 500: 7.6%
Year To Date: 12.8% S&P 500: 2.9%
Beta: 1.14 Accuracy: 50.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
AUDC 2/8/2019 94.20%
ACMR 1/10/2020 70.38%
VCTR 9/20/2019 28.47%

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