Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 158.7%, underperforming the market by 72.6%.

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

Annual Return: 5.8% S&P 500: 7.3%
Year To Date: -8.4% S&P 500: 13.7%
Beta: 1.14 Accuracy: 57.7%
Full Return History

Portfolio Holdings


Ticker Date Added Return
LEN 10/16/2020 -14.51%
TROW 7/24/2020 13.14%
CAG 10/16/2020 -5.80%
LMT 7/24/2020 -6.44%
MYRG 5/1/2020 111.11%
APAM 10/16/2020 6.04%
UNH 7/24/2020 14.50%
FIX 10/16/2020 -7.38%
GLPI 10/16/2020 12.42%
AMAT 10/16/2020 39.40%
ABBV 10/16/2020 25.96%
ASGN 10/16/2020 16.74%
FOXA 10/16/2020 8.86%
ASR 10/16/2020 37.98%
LDOS 10/16/2020 18.54%
HTH 10/16/2020 16.00%
CVS 10/16/2020 23.39%
CBRE 10/16/2020 35.98%
CIB 10/16/2020 46.26%
ABC 7/24/2020 -2.55%

Latest Changes

Last Rebalancing: 10/16/2020  Next Rebalancing: 1/8/2021

Additions Deletions
FOXA ANTM
ASGN BERY
GLPI CI
APAM CSGS
ABBV DHI
CBRE FBC
HTH FFWM
LDOS HFWA
ASR IMBBY
FIX LKFN
CIB NFBK
CAG RY
CVS SLF
LEN SNX
AMAT ZION

Current Top Rated Stocks

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

Ticker Current
Score
WSM 81%
TROW 81%
MBUU 81%
PRI 81%
UMBF 81%
CAG 81%
LEN 81%
DG 81%
CI 81%
NGVC 81%
LMT 81%
MYRG 81%
GFF 81%
WWE 81%
MYE 81%
KFRC 81%
SBSI 81%
ISBC 81%
APAM 81%
GBCI 81%
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.