Small-Cap Growth Investor

Based on the book by Motley Fool - Last Updated: 8/17/2022

Since 2003, this portfolio has returned 338.1%, outperforming the market by 5.1%.

Small-Cap Growth
S&P 500
* Returns are model returns and do not reflect actual trading. Full performance disclaimer

Annual Return: 8.0% S&P 500: 8.0%
Year To Date: -18.9% S&P 500: -9.7%
Beta: 1.12 Accuracy: 50.2%
Full Return History

Portfolio Holdings


Ticker Date Added Return
CLFD 12/10/2021 82.61%
HAFC 5/27/2022 16.11%
IMXI 5/27/2022 23.95%
MCB 5/27/2022 2.76%
CLBK 5/27/2022 8.51%
OFG 5/27/2022 4.25%
PFBC 5/27/2022 9.74%
WIRE 3/4/2022 15.82%
TMST 5/27/2022 -29.48%
VGR 3/4/2022 -1.00%
NNI 5/27/2022 7.25%
ZIM 5/27/2022 -25.18%
AMTB 5/27/2022 1.10%
BCC 5/27/2022 -12.52%
AEL 5/27/2022 -1.96%
CYBE 5/27/2022 20.38%
CRVL 12/10/2021 -12.45%
SKY 5/27/2022 24.32%
KNTK 5/27/2022 -10.39%
ATKR 12/10/2021 -17.16%

Latest Changes

Last Rebalancing: 5/27/2022  Next Rebalancing: 8/19/2022

Additions Deletions
ZIM AMPH
KNTK ATLC
AMTB CCB
IMXI CG
CLBK DDS
MCB FFWM
TMST GHL
OFG GSL
BCC HCA
HAFC HLI
PFBC HSBC
NNI INMD
AEL KRNY
SKY ODFL
CYBE UPST

Current Top Rated Stocks

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

Ticker Current
Score
ESQ 93%
FMAO 93%
CLFD 91%
BCBP 87%
AMAL 87%
HONE 87%
HAFC 87%
IMXI 87%
SCHL 85%
CPSS 83%
HCCI 83%
PFHD 83%
ASLE 83%
GFF 83%
OFG 80%
PFBC 80%
MCB 80%
AGM 80%
CLBK 80%
IBOC 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.