Millennial Investor

Based on the book by Patrick O'Shaughnessy

Since 2008, this portfolio has returned 654.4%, outperforming the market by 314.2% using its optimal monthly rebalancing period and 10 stock portfolio size.

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

This strategy looks for inexpensive stocks with high shareholder yield and return on invested capital.

Annual Return: 18.2% S&P 500: 13.0%
Year To Date: 11.7% S&P 500: 2.3%
Beta: 1.04 Accuracy: 58.9%
Full Return History

Portfolio Holdings


Ticker Date Added Return
BBY 12/11/2020 14.24%
HVT 11/13/2020 14.88%
AMP 12/11/2020 10.46%
HIBB 12/11/2020 17.64%
MIK 9/18/2020 52.43%
EAF 10/16/2020 49.37%
NVO 1/8/2021 3.66%
WSM 12/11/2020 26.02%
UI 1/8/2021 3.09%
PERI 1/8/2021 -1.70%

Latest Changes

Last Rebalancing: 1/8/2021  Next Rebalancing: 2/5/2021

Additions Deletions
UI MSGN
PERI RCII
NVO WDR

Current Top Rated Stocks

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

Ticker Current
Score
BBY 100%
MIK 100%
EAF 100%
HIBB 100%
AMP 100%
HVT 100%
UI 80%
NVO 80%
MSGN 80%
YUM 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.