Value Growth Picks
Targets undervalued growth companies with strong fundamentals and reasonable price-to-earnings growth ratios.
Medalist Rating™
Total Returns
5Y CAGR
Outperformance
Performance
Since 2017, this portfolio has returned 348.2%, outperforming the market by 348.2%. using its optimal monthly rebalancing period and 10 stock portfolio size.
Value Growth Picks
+348.2%
S&P 500
+0%
Asset Allocations
List of holdings for the Value Growth Picks Portfolio
Stocks
100%Information Technology
Communication Services
Financials
Health Care
Consumer Staples
But there's no need to cherry-pick stocks here because the AVERAGE return of every recommendation made by Finlo since 2017 is 720% - nearly quadrupling the market in that time.
Holdings
10 equal weighted holdings in the Value Growth Picks Portfolio. Copy the following positions to your brokerage account to replicate the portfolio.
| Ticker | Sector | Finlo Rating | Market Cap | Weight |
|---|---|---|---|---|
| Information Technology | $3.19T | 10.00% | ||
| Communication Services | $2.47T | 10.00% | ||
| Financials | $1.01T | 10.00% | ||
| Health Care | $500.2B | 10.00% | ||
| Information Technology | $3.532T | 10.00% | ||
| Consumer Staples | $417.5B | 10.00% | ||
| Information Technology | $295.272B | 10.00% | ||
| Information Technology | $728.5B | 10.00% | ||
| Health Care | $188.5B | 10.00% | ||
| Information Technology | $3.366T | 10.00% |
How It Works
Pick your strategy
Select a Portfolio Strategy aligned with your goals and preferences, considering factors like trading frequency and historical performance.
Unlock the stocks
Add strategy-picked stocks to your portfolio. Watch for updates via email or our site to adjust holdings and stay on track for ideal performance.
Track gains over time
Acknowledge and celebrate achievements in your investment journey. Regularly reassess and adjust your strategy to stay on track with your financial goals.
