Your Personal Invitation

Please join us at the AAII Investor Conference in Orlando, Florida. This year's lineup of speakers and presentations will provide you with the tools, ideas and information you need to succeed in today's investment marketplace. You'll learn the evaluation technniques and strategies used by investment professionals, as well as gain valuable knowledge from our vast array of special programs, workshops and educational presentations.

This year's AAII Investor Conference will be held at the Loews Royal Pacific Resort in Orlando, Florida, where you will receive the perfect balance of investment education and relaxation.

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Key Speakers Include:

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Portfolio Characteristics

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FAQs | Disclaimer | Performance Charts

The Portfolio Characteristics table presents a snapshot of the characteristics of the stocks that made up each portfolio at a specific point in time. This table is updated quarterly and provides an indication of the types of stocks that each strategy tends to hold.

Data as of 3/31/2013


Default View
Strategy P/E
Ratio (X)		 Price
to
EPS
Est.
Growth
(X)		 Price-
to-Book
Value Ratio
(X)		 Price-
to-Sales
Ratio
(X)		 Dividend
Yield
(%)		 Hist.
EPS
Growth
(%)		 Est.
Long
-Term
EPS
Growth
(%)		 Market
Cap
($ Mil)		 52-Week
Relative
Strength
(%)		 Monthly Holdings
Avg # Turnover %
Sorted by P/E Ratio (X) ↑
Foolish Small Cap 8
No companies pass this screen at this time.
 17 39.1
Foolish Small Cap 8 Revised
No companies pass this screen at this time.
 6 33.1
MAGNET Complex
No companies pass this screen at this time.
 2 73.6
Driehaus 2.0 2.6 1.6 0.0 1.0 15.0 725.8 32.7 15.0 64 63.7
Fundamental Rule of Thumb 2.6 2.1 0.9 1.1 0.0 27.0 16.6 150.8 -17.6 50 21.5
Muhlenkamp 2.7 3.8 0.6 0.5 0.0 22.9 8.3 89.4 -32.5 19 23.8
Graham--Enterprising Investor 5.4 79.0 0.7 0.8 4.0 20.4 -2.9 18,160.7 -10.2 4 45.0
O'Shaughnessy: Value 5.4 1.3 1.5 1.0 0.0 24.7 9.3 407.4 -21.1 30 24.1
Lynch 6.6 79.0 1.1 1.1 0.0 23.9 0.1 68.4 -17.7 26 21.3
Murphy Technology 8.4 0.8 2.6 2.2 2.0 49.5 11.6 1,203.0 -11.5 11 20.9
Magic Formula 8.5 0.0 1.0 0.2 2.0 9.7 0.0 57.9 -5.6 9 26.2
Graham--Enterprising Investor Revised 8.5 0.0 1.0 0.2 2.0 9.7 0.0 57.9 -5.6 9 26.2
Neff 8.9 0.8 1.8 1.0 1.0 18.0 12.5 1,644.4 -15.2 23 33.3
T. Rowe Price 9.0 0.0 1.6 0.6 0.0 13.1 0.0 28.2 81.2 9 40.5
Schloss 10.0 1.1 1.2 0.5 0.0 -18.1 9.0 418.3 -16.6 30 22.2
Rule #1 Investing 10.3 0.8 4.8 3.2 1.0 59.9 20.0 1,905.2 -23.6 14 25.0
O'Shaughnessy: Tiny Titans 10.4 1.0 1.1 0.5 0.0 -15.4 15.0 85.1 111.4 25 42.0
Dreman With Est Revisions 11.9 1.3 1.6 1.4 2.0 9.8 10.0 5,342.4 16.8 13 82.8
Piotroski: High F-Score 12.2 1.5 1.5 0.9 3.0 -1.0 8.6 32,032.1 -9.5 50 20.7
Stock Market Winners 12.2 0.0 1.0 1.7 1.0 14.3 0.0 60.3 34.2 12 59.2
O'Shaughnessy: Growth Market Leaders 12.3 1.1 1.7 1.5 2.0 16.3 11.6 43,376.0 10.8 10 42.8
Oberweis Octagon 12.3 0.6 1.5 0.5 4.0 6.0 14.1 1,389.0 24.5 16 42.3
Dividend Screen: Non-DRPs 12.9 1.3 1.7 1.7 3.0 12.2 10.7 4,247.5 -6.7 30 28.5
Graham--Defensive Investor (Non-Utility) 13.0 2.0 1.6 1.2 2.0 8.6 6.5 5,802.2 -9.1 21 20.2
Dreman 13.2 1.0 2.1 1.3 2.0 5.0 11.3 3,629.7 -2.7 21 31.9
Dividend Screen: DRPs 13.8 1.4 2.2 1.6 2.0 9.1 8.5 10,495.9 -4.0 30 26.3
Kirkpatrick Value 14.0 0.7 2.6 0.5 0.0 2.2 11.3 4,338.8 62.3 2 74.2
Wanger (Revised) 14.1 0.7 2.6 1.7 0.0 43.8 20.0 590.1 8.6 31 27.1
Fisher (Philip) 14.4 0.4 3.9 4.8 0.0 79.1 31.6 9,594.6 -27.4 21 32.8
O'Neil's CAN SLIM 14.5 0.8 2.9 4.1 1.0 38.1 15.0 1,483.5 10.5 6 57.0
ADR Screen 14.8 1.1 1.6 1.1 0.0 46.9 11.6 1,717.6 -18.7 25 44.3
O'Neil's CAN SLIM No Float 14.9 1.1 2.9 9.1 0.0 32.7 16.1 2,888.6 16.6 8 65.3
Value on the Move--PEG With Hist Growth 15.4 1.1 3.0 1.9 0.0 27.6 14.6 1,717.6 21.9 83 36.1
Dogs of the Dow: Low Priced 5 15.7 1.2 2.1 2.4 3.0 5.0 9.1 207,377.7 -11.2 5 15.5
Graham--Defensive Investor (Utility) 16.0 3.2 1.6 1.4 4.0 4.4 4.5 4,206.6 0.5 19 13.6
Cash Rich Firms 16.2 1.4 1.4 1.5 0.0 3.3 12.0 409.4 -16.6 31 24.8
O'Shaughnessy: All Cap 16.8 2.0 1.0 0.5 2.0 -16.9 8.4 941.2 -3.1 22 34.6
P/E Relative 16.9 1.5 2.1 1.9 1.0 9.0 11.1 1,875.2 -7.4 32 77.1
Price-to-Free-Cash-Flow 17.1 1.2 0.8 0.4 0.0 -4.7 11.8 235.2 -2.8 22 23.8
Lakonishok 17.2 1.7 2.2 1.2 0.0 6.9 10.7 2,278.6 7.9 30 89.9
Buffettology: Sustainable Growth 17.4 1.1 3.4 2.1 0.0 22.9 16.2 5,311.7 -11.0 33 12.9
Price-to-Sales 17.4 1.4 1.4 1.3 0.0 2.0 14.1 390.4 -3.8 56 39.2
Return on Equity 18.0 1.3 5.0 2.7 0.0 21.4 15.4 2,577.6 -2.9 33 20.7
O'Neil's CAN SLIM Revised 3rd Edition 18.0 0.9 3.0 3.6 0.0 15.3 15.0 1,387.5 56.4 8 65.3
Est Rev: Up 5% 18.0 2.6 2.1 2.3 0.0 15.3 8.9 842.1 32.4 43 92.3
Dividend (High Relative Yield) 18.1 1.5 2.8 2.0 2.0 9.6 11.9 9,467.5 -6.5 41 20.0
O'Shaughnessy: Growth 18.4 1.4 2.6 0.5 0.0 -5.8 14.6 58,395.0 89.1 50 37.9
O'Shaughnessy: Small Cap Growth & Value 18.5 0.9 3.4 0.6 0.0 -2.2 17.5 481.8 51.9 25 49.4
Dogs of the Dow 18.8 2.0 2.6 2.2 3.0 3.2 7.4 138,061.8 -2.3 10 7.4
Buffettology: EPS Growth 18.9 1.2 3.5 2.2 0.0 20.4 15.6 4,070.7 -6.8 47 11.5
Dual Cash Flow 19.3 1.3 1.4 1.0 0.0 2.7 15.0 323.8 -1.1 68 30.9
Value on the Move--PEG With Est Growth 19.3 0.8 3.0 1.4 0.0 20.4 10.0 1,811.0 21.8 42 44.5
Templeton 20.1 1.1 4.2 3.6 0.0 32.4 17.8 3,479.0 -9.2 23 27.4
Kirkpatrick Bargain 20.2 0.9 3.3 0.6 0.0 -1.4 17.5 3,887.3 39.2 15 64.3
Est Rev: Down 5% 20.2 1.8 1.7 1.3 0.0 -0.9 15.0 587.1 -18.0 76 88.9
Insider Net Purchases 20.2 1.7 2.2 1.4 0.0 -1.0 20.0 228.3 -10.4 28 29.6
Buffett: Hagstrom 20.3 1.3 4.7 2.4 0.0 19.3 15.5 6,156.3 -7.5 30 20.0
Est Rev: Up 20.7 1.4 2.1 1.6 0.0 15.3 11.5 762.3 6.9 178 80.8
Zweig 22.0 1.3 4.7 2.8 0.0 20.9 15.0 1,395.3 17.9 12 41.6
IBD Stable 70 23.4 1.3 4.8 1.9 0.0 30.0 16.8 6,652.4 6.1 41 11.7
MAGNET Simple 23.4 0.5 11.7 2.0 0.0 34.5 47.5 913.6 279.3 3 67.4
Weiss Blue Chip Div Yield 24.2 9.5 0.8 0.6 0.0 -17.9 14.5 67.0 -39.2 13 54.6
Inve$tWare Quality Growth 24.3 1.1 5.1 2.7 0.0 28.6 18.4 10,480.6 -4.3 21 11.3
Kirkpatrick Growth 26.7 2.0 2.6 1.6 0.0 0.7 15.0 725.8 32.7 15 63.5
Est Rev: Down 27.0 3.0 1.6 1.6 0.0 -4.5 15.0 350.5 -36.3 217 79.3
Data as of 3/31/2013.