Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 111.0%, outperforming the market by 6.2%.


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: 10.4% JSE: 10.0%
Year To Date: 1.0% JSE: -3.8%
Beta: 0.61 Accuracy: 62.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
NWL 1/15/2016 55.90%
CSB 2/9/2018 20.74%
HCI 10/20/2017 13.29%

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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%