Since 2008, this portfolio has returned 443.3%, outperforming the market by 146.2% using its optimal monthly rebalancing period and 20 stock portfolio size.
This strategy looks for inexpensive stocks with high shareholder yield and return on invested capital.
Year | Portfolio | S&P 500 |
2009 | 40.1% | 23.5% |
2010 | 22.3% | 12.8% |
2011 | -12.0% | -0.0% |
2012 | 3.0% | 13.4% |
2013 | 59.4% | 29.6% |
2014 | 14.1% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | 0.6% | -0.7% |
2016 | 22.3% | 9.5% |
2017 | 29.6% | 19.4% |
2018 | -4.5% | -6.2% |
2019 | 16.3% | 28.9% |
2020 YTD | 2.9% | 7.3% |
The Millennial Investor portfolio is based on the published writings of Patrick O'Shaughnessy
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