Contrarian Investor Strategy Explanation Video
Since 2003, this portfolio has returned 150.7%, underperforming the market by 140.6% using its optimal tax efficient rebalancing period and 20 stock portfolio size.
This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
Year | Portfolio | S&P 500 |
2003 | 26.8% | 11.1% |
2004 | 20.0% | 9.0% |
2005 | 6.6% | 3.0% |
2006 | 33.5% | 13.6% |
2007 | -2.6% | 3.5% |
2008 | -49.3% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 55.3% | 23.5% |
2010 | 8.5% | 12.8% |
2011 | -4.0% | -0.0% |
2012 | 3.5% | 13.4% |
2013 | 29.9% | 29.6% |
2014 | -12.7% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -18.2% | -0.7% |
2016 | 27.8% | 9.5% |
2017 | 21.3% | 19.4% |
2018 | -14.7% | -6.2% |
2019 | 14.1% | 28.9% |
2020 | -6.5% | 16.3% |
2021 YTD | 7.3% | 3.5% |
The Contrarian Investor portfolio is based on the published writings of David Dreman
Learn More