We've developed portfolios based on our interpretation of the investment strategies of history's most successful investors, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.
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Portfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Twin Momentum Investor | 10 | Monthly | 20.5% |
P/B Growth Investor | 10 | Tax Efficient | 15.0% |
Small-Cap Growth Investor | 10 | Tax Efficient | 12.0% |
Growth Investor | 20 | Tax Efficient | 10.6% |
Earnings Revision Investor | 10 | Quarterly | 15.9% |
Momentum Investor | 20 | Tax Efficient | 10.4% |
Quantitative Momentum Investor | 20 | Monthly | 9.8% |
Millennial Investor | 20 | Monthly | 14.8% |
P/E/Growth Investor | 20 | Tax Efficient | 9.7% |
Value Composite Investor | 10 | Tax Efficient | 14.4% |
Value Investor | 10 | Annual | 9.2% |
Price/Sales Investor | 10 | Monthly | 9.2% |
Multi-Factor Investor | 10 | Annual | 14.3% |
Low PE Investor | 10 | Tax Efficient | 8.1% |
Patient Investor | 10 | Monthly | 7.9% |
Growth/Value Investor | 20 | Monthly | 7.7% |
Private Equity Investor | 20 | Monthly | 12.4% |
Shareholder Yield Investor | 20 | Monthly | 12.0% |
Book/Market Investor | 20 | Annual | 4.5% |
Earnings Yield Investor | 20 | Tax Efficient | 4.2% |
Acquirer's Multiple Investor | 10 | Monthly | 9.3% |
Contrarian Investor | 20 | Tax Efficient | 3.8% |
Portfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Validea Hot List | 10 | Tax Efficient | 7.4% |
Top Five Gurus | 20 | Annual | 6.9% |