Contrarian Investor Strategy Explanation Video
Since 2003, this portfolio has returned 140.2%, underperforming the market by 176.1% using its optimal monthly rebalancing period and 10 stock portfolio size.
This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
| Year | Portfolio | S&P 500 |
| 2003 | 36.2% | 11.1% |
| 2004 | 30.0% | 9.0% |
| 2005 | 18.4% | 3.0% |
| 2006 | 34.3% | 13.6% |
| 2007 | -12.0% | 3.5% |
| 2008 | -54.8% | -38.5% |
| Year | Portfolio | S&P 500 |
| 2009 | 37.6% | 23.5% |
| 2010 | 23.1% | 12.8% |
| 2011 | -13.7% | -0.0% |
| 2012 | 14.3% | 13.4% |
| 2013 | 5.1% | 29.6% |
| 2014 | -14.9% | 11.4% |
| Year | Portfolio | S&P 500 |
| 2015 | -21.3% | -0.7% |
| 2016 | 30.5% | 9.5% |
| 2017 | 22.6% | 19.4% |
| 2018 | -14.9% | -6.2% |
| 2019 | 28.0% | 28.9% |
| 2020 | -10.4% | 16.3% |
The Contrarian Investor portfolio is based on the published writings of David Dreman
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