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.
This strategy looks for inexpensive stocks with high shareholder yield and return on invested capital.
Year | Portfolio | S&P 500 |
2009 | 42.9% | 23.5% |
2010 | 34.9% | 12.8% |
2011 | -15.2% | -0.0% |
2012 | -2.8% | 13.4% |
2013 | 82.4% | 29.6% |
2014 | -1.4% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | 16.2% | -0.7% |
2016 | 8.7% | 9.5% |
2017 | 35.7% | 19.4% |
2018 | -10.6% | -6.2% |
2019 | 11.6% | 28.9% |
2020 | 31.6% | 16.3% |
2021 YTD | 11.7% | 2.3% |
The Millennial Investor portfolio is based on the published writings of Patrick O'Shaughnessy
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