Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 50.4%, underperforming the market by 44.2%.


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: 4.7% JSE: 7.7%
Year To Date: -16.3% JSE: 3.1%
Beta: 0.57 Accuracy: 57.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ART 11/16/2018 31.58%
AGL 3/9/2018 13.35%
ADI 7/26/2019 -0.68%

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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%