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.
User Guide Video Tutorial
Portfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Twin Momentum Investor | 10 | Monthly | 23.2% |
Shareholder Yield Investor | 10 | Quarterly | 23.3% |
P/B Growth Investor | 10 | Tax Efficient | 16.9% |
Value Composite Investor | 10 | Tax Efficient | 21.9% |
Small-Cap Growth Investor | 10 | Tax Efficient | 16.0% |
Earnings Revision Investor | 10 | Monthly | 20.0% |
Millennial Investor | 10 | Monthly | 18.6% |
Momentum Investor | 10 | Monthly | 12.9% |
Value Investor | 10 | Annual | 12.8% |
Growth Investor | 20 | Tax Efficient | 12.7% |
Private Equity Investor | 20 | Monthly | 17.7% |
P/E/Growth Investor | 20 | Monthly | 12.1% |
Quantitative Momentum Investor | 20 | Monthly | 11.6% |
Low PE Investor | 10 | Tax Efficient | 11.0% |
Price/Sales Investor | 10 | Monthly | 11.0% |
Growth/Value Investor | 20 | Monthly | 9.9% |
Acquirer's Multiple Investor | 10 | Tax Efficient | 14.5% |
Patient Investor | 10 | Monthly | 9.1% |
Multi-Factor Investor | 10 | Quarterly | 13.4% |
Earnings Yield Investor | 20 | Tax Efficient | 6.9% |
Book/Market Investor | 20 | Annual | 6.7% |
Contrarian Investor | 20 | Tax Efficient | 5.5% |
Portfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Validea Hot List | 20 | Monthly | 10.1% |
Top Five Gurus | 10 | Monthly | 8.6% |