Millennial Investor

Based on the book by Patrick O'Shaughnessy

Since 2009, this portfolio has returned 322.6%, underperforming the market by 94.9%.

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

Annual Return: 12.4% S&P 500: 14.3%
Year To Date: 17.5% S&P 500: 21.1%
Beta: 1.05 Accuracy: 67.4%
Full Return History

Portfolio Holdings


Ticker Date Added Return
HVT 6/25/2021 -16.23%
HZO 6/25/2021 -1.46%
FL 6/25/2021 -22.89%
BGFV 6/25/2021 -4.95%
DKS 6/25/2021 22.47%
EAF 6/26/2020 49.06%
SWBI 6/25/2021 -29.36%
SCPL 6/25/2021 15.81%
VGR 6/25/2021 -1.52%
DPZ 6/25/2021 2.18%
CTRN 6/25/2021 -7.74%
EVR 6/30/2017 129.67%
HIBB 6/25/2021 1.44%
BKE 6/25/2021 -7.16%
AAPL 6/26/2020 69.08%
BBY 6/29/2018 57.68%
WSM 6/25/2021 18.44%
TLYS 6/25/2021 -14.76%

Latest Changes

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

Additions Deletions
SWBI 110891
SCPL 60458
HIBB ABBV
TLYS AMP
BKE AZO
HVT BIIB
HZO FHI
FL HD
BGFV HLF
DKS INVA
DPZ PM
CTRN REGI
WSM RVLV
VGR TER

Current Top Rated Stocks

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

Ticker Current
Score
DKS 100%
HZO 100%
BGFV 100%
HVT 100%
EAF 100%
TPR 100%
FL 100%
SWBI 100%
SIG 100%
ZUMZ 80%
HIBB 80%
RGR 80%
CASH 80%
SFM 80%
ONEW 80%
PBR 80%
SNY 80%
CTRN 80%
PRDO 80%
RTLR 80%
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.