We've developed portfolios based on our interpretation of the investment strategies of history's most successful investors, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.
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Portfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Shareholder Yield Investor | 10 | Quarterly | 25.3% |
Value Composite Investor | 10 | Tax Efficient | 22.4% |
P/B Growth Investor | 10 | Tax Efficient | 16.5% |
Twin Momentum Investor | 10 | Monthly | 21.9% |
Small-Cap Growth Investor | 10 | Tax Efficient | 15.0% |
Millennial Investor | 10 | Monthly | 19.6% |
Earnings Revision Investor | 10 | Monthly | 18.5% |
Acquirer's Multiple Investor | 10 | Tax Efficient | 17.8% |
Value Investor | 10 | Annual | 12.6% |
Private Equity Investor | 20 | Monthly | 17.4% |
Growth Investor | 20 | Tax Efficient | 12.3% |
Momentum Investor | 10 | Monthly | 12.2% |
P/E/Growth Investor | 20 | Tax Efficient | 12.1% |
Quantitative Momentum Investor | 20 | Monthly | 11.7% |
Price/Sales Investor | 10 | Monthly | 11.7% |
Low PE Investor | 10 | Tax Efficient | 10.8% |
Growth/Value Investor | 20 | Monthly | 9.9% |
Patient Investor | 10 | Monthly | 8.6% |
Book/Market Investor | 20 | Annual | 7.2% |
Multi-Factor Investor | 10 | Annual | 13.3% |
Earnings Yield Investor | 20 | Tax Efficient | 7.0% |
Contrarian Investor | 20 | Tax Efficient | 5.6% |
Portfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Validea Hot List | 20 | Monthly | 9.7% |
Top Five Gurus | 10 | Monthly | 8.8% |