Value Investor

Based on the book by Benjamin Graham

Since 2003, this portfolio has returned 367.4%, outperforming the market by 173.3% using its optimal annual rebalancing period and 10 stock portfolio size.

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S&P 500

This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.

Annual Return: 10.0% S&P 500: 6.9%
Year To Date: -0.9% S&P 500: 16.6%
Beta: 1.12 Accuracy: 56.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CRTO 6/28/2019 12.14%
FL 6/28/2019 -5.61%
STLD 6/28/2019 -6.39%

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