Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2010, this portfolio has returned 264.8%, outperforming the market by 170.2%.

Small-Cap Growth
JSE

This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

Annual Return: 15.5% JSE: 7.7%
Year To Date: -10.3% JSE: 3.1%
Beta: 0.32 Accuracy: 52.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SBV 9/21/2018 1.21%
ARI 2/8/2019 0.51%
OAS 6/28/2019 0.00%

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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
ADI 184.23%
** 164.84%
FGL 132.39%
** 98.17%
CML 87.03%