Growth Investor Strategy Explanation Video
Since 2003, this portfolio has returned 751.5%, outperforming the market by 408.7% using its optimal tax efficient rebalancing period and 20 stock portfolio size.
This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
Year | Portfolio | S&P 500 |
2003 | 18.3% | 11.1% |
2004 | 37.0% | 9.0% |
2005 | 8.9% | 3.0% |
2006 | 11.6% | 13.6% |
2007 | 9.3% | 3.5% |
2008 | -38.9% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 29.9% | 23.5% |
2010 | 22.0% | 12.8% |
2011 | 10.6% | -0.0% |
2012 | 12.8% | 13.4% |
2013 | 57.1% | 29.6% |
2014 | -2.5% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -7.3% | -0.7% |
2016 | 15.7% | 9.5% |
2017 | 15.5% | 19.4% |
2018 | -17.2% | -6.2% |
2019 | 21.1% | 28.9% |
2020 | 36.1% | 16.3% |
2021 YTD | 26.4% | 17.2% |
The Growth Investor portfolio is based on the published writings of Martin Zweig
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