Millennial Investor

Based on the book by Patrick O'Shaughnessy

Since 2009, this portfolio has returned 209.0%, underperforming the market by 87.2%.

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

Annual Return: 10.5% S&P 500: 13.0%
Year To Date: 1.3% S&P 500: 7.8%
Beta: 1.05 Accuracy: 67.5%
Full Return History

Portfolio Holdings


Ticker Date Added Return
WDR 6/28/2019 5.82%
FHI 6/26/2020 19.90%
YUM 6/26/2020 16.20%
BIIB 6/26/2020 8.25%
HLF 6/26/2020 10.92%
AMP 6/26/2020 15.59%
EVR 6/30/2017 11.22%
PM 6/28/2019 0.94%
BBY 6/29/2018 60.03%
HD 6/26/2020 19.36%
AAPL 6/26/2020 34.63%
EAF 6/26/2020 -4.70%
RVLV 6/26/2020 21.77%
USNA 6/26/2020 12.35%
AZO 6/26/2020 8.01%
TER 6/26/2020 5.79%
NAV 6/26/2020 56.94%
REGI 6/26/2020 150.43%
ABBV 6/26/2020 -10.26%
INVA 6/26/2020 -28.13%

Latest Changes

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

Additions Deletions
RVLV BA
EAF BBSI
INVA CSCO
ABBV GSKY
REGI HEAR
AMP HRB
HLF JOBS
BIIB KLIC
YUM MU
FHI NKTR
USNA NVO
NAV RHI
TER ROK
HD SBUX
AZO WAT
AAPL WTI

Current Top Rated Stocks

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

Ticker Current
Score
RCII 100%
WDR 100%
MIK 100%
BBY 80%
SNBR 80%
RS 80%
BIIB 80%
RIO 80%
BIG 80%
MFC 80%
AEG 80%
WSM 80%
BSBR 80%
MET 80%
AMAT 80%
ATKR 80%
NTB 80%
WHD 80%
USNA 80%
MCY 80%
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.