Friday, November 6, 2015

Value Investor Guru Portfolios Returns


Portfolio Based On Return S&P 500 Return Excess Return
Price/Sales Investor Kenneth Fisher 269.3% 110.9% 158.4%
Validea Hot List Validea 224.3% 110.9% 113.4%
Growth Investor Martin Zweig 218.6% 110.9% 107.8%
Value Investor Benjamin Graham 209.6% 110.9% 98.7%
P/E/Growth Investor Peter Lynch 184.9% 110.9% 74.0%
Earnings Yield Investor Joel Greenblatt 114.8% 66.8% 48.0%
Patient Investor Warren Buffett 145.6% 98.8% 46.9%
Growth/Value Investor James P. O'Shaughnessy 156.1% 110.9% 45.2%
Low PE Investor John Neff 84.8% 89.7% -5.0%
Contrarian Investor David Dreman 47.6% 110.9% -63.3%