Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 1.1%, underperforming the market by 90.7%.

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: 0.1% JSE: 6.7%
Year To Date: -27.8% JSE: -6.1%
Beta: 0.66 Accuracy: 54.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
AGL 3/9/2018 39.88%
OLG 9/18/2020 18.64%
OAO 4/30/2020 17.65%

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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%