Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 25.5%, underperforming the market by 168.5%.

Low PE
S&P 500
* Returns are model returns and do not reflect actual trading. Full performance disclaimer

Annual Return: 1.4% S&P 500: 6.7%
Year To Date: -23.0% S&P 500: 0.9%
Beta: 1.15 Accuracy: 55.8%
Full Return History

Portfolio Holdings


Ticker Date Added Return
FBC 6/26/2020 16.67%
ABC 6/26/2020 4.16%
KBH 6/26/2020 20.08%
DHI 6/26/2020 25.59%
TKC 6/26/2020 -7.88%
EME 6/26/2020 10.92%
MYRG 6/26/2020 13.67%
ANTM 6/26/2020 10.13%
CZZ 6/26/2020 29.13%
CI 6/26/2020 -1.76%
BERY 6/26/2020 17.40%
ISBC 6/26/2020 11.29%
OMAB 6/26/2020 -6.44%
TROW 6/26/2020 14.19%
ZION 6/26/2020 3.34%
RY 6/26/2020 4.72%
SLF 6/26/2020 12.42%
MBT 6/26/2020 -1.08%
COF 6/26/2020 8.53%
WBA 6/26/2020 -0.02%

Latest Changes

Last Rebalancing: 6/26/2020  Next Rebalancing: 6/25/2021

Additions Deletions
CZZ 190342
CI 59364
WBA ABTX
ANTM AMTD
ISBC ATH
FBC BBSI
BERY CNOB
MYRG DFS
OMAB HBAN
EME INDB
TKC KNX
MBT LAD
SLF LKFN
RY MTB
KBH PBCT
ABC PWR
ZION QD
TROW RNST
DHI SASR
COF VLY

Current Top Rated Stocks

The stocks that would be in this portfolio if it were rebalanced today.

Ticker Current
Score
FBC 81%
CSGS 81%
ABC 79%
HZO 79%
PAC 79%
ASR 79%
UNH 62%
DHI 62%
EME 62%
KBH 62%
BABA 62%
ASGN 62%
TER 62%
CIGI 62%
SFM 62%
CZZ 62%
TKC 62%
CDW 62%
TSCO 62%
LEN 62%
Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.