Portfolios

Returns as of market close on 12/18/2018.

We've developed portfolios based on the investment strategies of history's most successful stock pickers, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.

Guru Based on	Portfolio	Inception Date	Return	JSE	+/- JSE	Beta
Validea	Momentum Investor	9/3/2010	20.2%	7.6%	12.6%	0.41
Motley Fool	Small-Cap Growth Investor	9/3/2010	18.4%	7.6%	10.8%	0.33
Martin Zweig	Growth Investor	9/3/2010	16.2%	7.6%	8.6%	0.53
Warren Buffett	Patient Investor	9/3/2010	13.5%	7.6%	5.9%	0.56
John Neff	Low PE Investor	9/3/2010	8.4%	7.6%	0.8%	0.50
David Dreman	Contrarian Investor	9/3/2010	8.3%	7.6%	0.7%	0.61
Benjamin Graham	Value Investor	9/3/2010	7.0%	7.6%	-0.6%	0.42
Kenneth Fisher	Price/Sales Investor	9/3/2010	6.7%	7.6%	-0.9%	0.28
James O'Shaughnessy	Growth/Value Investor	9/3/2010	6.7%	7.6%	-0.9%	0.57
Peter Lynch	P/E/Growth Investor	9/3/2010	0.8%	7.6%	-6.8%	0.54
Joel Greenblatt	Earnings Yield Investor	9/3/2010	0.2%	7.6%	-7.4%	0.45
Joseph Piotroski	Book/Market Investor	9/3/2010	-2.9%	7.6%	-10.5%	0.39

Consensus Portfolios

Based on	Portfolio	Inception Date	Return	JSE	+/- JSE	Beta
Validea	Validea Hot List	9/3/2010	13.4%	7.6%	5.8%	0.49
Validea	Top Five Gurus	9/3/2010	4.4%	7.6%	-3.2%	0.47