Since 2003, this portfolio has returned 467.5%, outperforming the market by 125.2% using its optimal monthly rebalancing period and 20 stock portfolio size.
This model looks for stocks that pass the most of our best performing strategies using our performance weighted Consensus system.
Year | Portfolio | S&P 500 |
2003 | 41.5% | 11.1% |
2004 | 22.8% | 9.0% |
2005 | 12.2% | 3.0% |
2006 | 22.8% | 13.6% |
2007 | 1.1% | 3.5% |
2008 | -38.9% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 43.3% | 23.5% |
2010 | 9.0% | 12.8% |
2011 | -12.1% | -0.0% |
2012 | 22.1% | 13.4% |
2013 | 32.8% | 29.6% |
2014 | -6.0% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -12.7% | -0.7% |
2016 | 16.5% | 9.5% |
2017 | 27.8% | 19.4% |
2018 | -19.8% | -6.2% |
2019 | 20.8% | 28.9% |
2020 | 3.0% | 16.3% |
The Validea Hot List portfolio is based on the published writings of Validea