Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 95.7%, underperforming the market by 12.3%.

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: 9.1% JSE: 10.0%
Year To Date: -6.3% JSE: -2.3%
Beta: 0.60 Accuracy: 61.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
NWL 1/15/2016 52.15%
HCI 10/20/2017 14.84%
AGL 3/9/2018 13.73%

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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%