Growth/Value Investor Strategy Explanation Video
Since 2003, this portfolio has returned 421.8%, outperforming the market by 106.3% using its optimal monthly rebalancing period and 20 stock portfolio size.
This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.
Year | Portfolio | S&P 500 |
2003 | 40.1% | 11.1% |
2004 | 11.9% | 9.0% |
2005 | 27.9% | 3.0% |
2006 | 19.4% | 13.6% |
2007 | -2.7% | 3.5% |
2008 | -41.9% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 20.7% | 23.5% |
2010 | 22.7% | 12.8% |
2011 | 17.5% | -0.0% |
2012 | 10.5% | 13.4% |
2013 | 16.6% | 29.6% |
2014 | -3.9% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -11.5% | -0.7% |
2016 | 19.8% | 9.5% |
2017 | 24.1% | 19.4% |
2018 | -17.7% | -6.2% |
2019 | 27.2% | 28.9% |
2020 | 6.1% | 16.3% |
The Growth/Value Investor portfolio is based on the published writings of James O'Shaughnessy
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