Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2010, this portfolio has returned 307.1%, outperforming the market by 223.7%.

Small-Cap Growth
JSE

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

Annual Return: 18.4% JSE: 7.6%
Year To Date: -2.6% JSE: -13.9%
Beta: 0.33 Accuracy: 54.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SBV 9/21/2018 25.00%
FGL 12/14/2018 4.18%
MIX 7/27/2018 2.51%

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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%