Growth Investor Strategy Explanation Video
Since 2003, this portfolio has returned 800.6%, outperforming the market by 426.5% using its optimal quarterly 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 | 28.8% | 11.1% |
2004 | 38.2% | 9.0% |
2005 | 5.9% | 3.0% |
2006 | 10.9% | 13.6% |
2007 | 8.7% | 3.5% |
2008 | -34.5% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 25.7% | 23.5% |
2010 | 30.8% | 12.8% |
2011 | 1.3% | -0.0% |
2012 | 4.1% | 13.4% |
2013 | 52.6% | 29.6% |
2014 | 1.0% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -0.3% | -0.7% |
2016 | 16.8% | 9.5% |
2017 | 15.6% | 19.4% |
2018 | -13.6% | -6.2% |
2019 | 12.7% | 28.9% |
2020 | 17.7% | 16.3% |
The Growth Investor portfolio is based on the published writings of Martin Zweig
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