Value Composite Investor Strategy Explanation Video
Since 2008, this portfolio has returned 1,092.2%, outperforming the market by 719.0% using its optimal tax efficient rebalancing period and 10 stock portfolio size.
This value strategy looks for inexpensive stocks using a composite of value factors.
Year | Portfolio | S&P 500 |
2009 | 76.7% | 23.5% |
2010 | 45.6% | 12.8% |
2011 | -1.0% | -0.0% |
2012 | 17.2% | 13.4% |
2013 | 84.3% | 29.6% |
2014 | 3.8% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -10.7% | -0.7% |
2016 | 39.2% | 9.5% |
2017 | -4.3% | 19.4% |
2018 | -22.4% | -6.2% |
2019 | 10.2% | 28.9% |
2020 | 26.9% | 16.3% |
Year | Portfolio | S&P 500 |
2021 | 65.6% | 26.9% |
2022 YTD | -10.2% | -13.3% |
The Value Composite Investor portfolio is based on the published writings of James O'Shaughnessy
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