Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 88.1%, outperforming the market by 1.7%.


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: 8.1% JSE: 8.0%
Year To Date: -10.0% JSE: -12.5%
Beta: 0.58 Accuracy: 60.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
NWL 1/15/2016 72.99%
SNV 12/15/2017 13.54%
AGL 3/9/2018 8.93%

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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%