Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 76.7%, underperforming the market by 18.8%.


This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.

Annual Return: 7.0% JSE: 8.2%
Year To Date: -1.6% JSE: 3.6%
Beta: 0.57 Accuracy: 59.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
NWL 1/15/2016 79.24%
AGL 3/9/2018 23.62%
NED 8/24/2018 6.54%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
** 368.69%
EOH 127.82%
IVT 100.94%
** 84.00%
ACT 76.92%