Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned -3.8%, underperforming the market by 103.5%.

Growth/Value
JSE

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: -0.4% JSE: 7.3%
Year To Date: -31.2% JSE: -2.3%
Beta: 0.66 Accuracy: 55.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
AGL 3/9/2018 40.89%
SBK 4/3/2020 10.48%
GLN 6/26/2020 4.03%

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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%
NWL 78.82%