Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 98.0%, underperforming the market by 4.4%.


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: 9.0% JSE: 9.3%
Year To Date: -5.2% JSE: -4.9%
Beta: 0.59 Accuracy: 60.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
NWL 1/15/2016 53.27%
SNV 12/15/2017 45.83%
BTI 6/29/2018 11.86%

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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%