Growth Investor

Based on the book by Martin Zweig

Growth Investor Strategy Explanation Video

Since 2003, this portfolio has returned 475.7%, outperforming the market by 225.3% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

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

This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.

Annual Return: 10.7% S&P 500: 7.5%
Year To Date: 16.3% S&P 500: 7.8%
Beta: 1.06 Accuracy: 53.7%
Full Return History

The Growth Investor portfolio is based on the published writings of Martin Zweig

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Portfolio Holdings


Ticker Date Added Return
GRBK 6/26/2020 69.47%
BMA 1/10/2020 -62.59%
POR 9/18/2020 6.46%
ESGR 8/21/2020 -5.51%
HSTM 9/18/2020 6.35%
RILY 8/21/2020 0.83%
KNSL 5/1/2020 76.06%
MYRG 10/16/2020 0.00%
LOGI 8/23/2019 100.78%
ZUMZ 10/16/2020 0.00%
VCTR 6/26/2020 19.01%
TROW 4/3/2020 54.46%
MS 4/3/2020 53.18%
MRCY 11/15/2019 8.10%
ROCK 5/29/2020 55.51%
TREX 12/13/2019 75.67%
LGIH 3/6/2020 48.59%
BBAR 5/29/2020 -17.35%
JOUT 3/6/2020 47.75%
TXRH 4/3/2020 109.50%

Latest Changes

Last Rebalancing: 10/16/2020  Next Rebalancing: 11/13/2020

Additions Deletions
MYRG GOOGL
ZUMZ LULU

Current Top Rated Stocks

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

Ticker Current
Score
GRBK 97%
BMA 92%
ESGR 89%
RILY 89%
FFWM 89%
PFC 89%
HSTM 89%
POR 89%
PFSI 85%
MYRG 85%
ZUMZ 85%
WD 85%
SCPL 85%
CNC 85%
CCS 85%
KNSL 85%
LOGI 85%
GGAL 85%
INFY 85%
EIG 85%
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.