Growth Investor

Based on the book by Martin Zweig

Since 2003, this portfolio has returned 246.8%, underperforming the market by 100.2%.

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

Annual Return: 7.1% S&P 500: 8.6%
Year To Date: 19.5% S&P 500: 18.3%
Beta: 1.06 Accuracy: 54.5%
Full Return History

Portfolio Holdings


Ticker Date Added Return
TBK 6/25/2021 5.40%
FFWM 6/25/2021 3.80%
MED 6/25/2021 -20.69%
FRC 6/25/2021 5.82%
IBTX 6/26/2020 74.91%
TROW 6/25/2021 8.22%
INMD 6/25/2021 31.85%
WLTW 6/25/2021 -0.52%
WSM 6/25/2021 12.03%
MCB 6/25/2021 22.56%
HONE 6/25/2021 -9.65%
FCNCA 6/25/2021 -3.65%
GBCI 6/25/2021 -12.08%
SSNC 6/25/2021 -3.02%
MBIN 6/25/2021 -11.02%
KNSL 6/25/2021 0.85%
MDU 6/25/2021 -3.35%
PGR 6/25/2021 -3.77%
MS 6/25/2021 15.28%
UNH 6/25/2021 1.87%

Latest Changes

Last Rebalancing: 6/25/2021  Next Rebalancing: 6/24/2022

Additions Deletions
INMD AIG
HONE ALGN
MCB AVAV
MBIN AX
KNSL BERY
WLTW BMA
FFWM CASH
TBK GGAL
FRC GRBK
SSNC HASI
MED HTH
PGR ICE
MDU LGIH
GBCI LOGI
FCNCA MANT
MS PAYS
WSM ROCK
UNH SNBR
TROW VCTR

Current Top Rated Stocks

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

Ticker Current
Score
FFWM 100%
TBK 100%
JOUT 92%
MED 92%
INMD 92%
TROW 92%
BMA 92%
PRI 92%
SIVB 92%
QCRH 92%
CASH 92%
UMBF 92%
HLI 92%
NCBS 92%
IBTX 92%
BRO 92%
FRC 92%
HMST 89%
WLTW 89%
ODFL 89%
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. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

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.