During his time managing the Magellan Fund at Fidelity Investments, Peter Lynch consistently beat the overall market. This strategy is inspired by his simple yet effective investing principles. Pick stocks that have strong earnings growth and favor those with strong cash flows and below average debt-to-equity ratios. Finally, Lynch invested for the long run, which we embrace in this strategy by taking profits only after a 10% decline from their highest price since purchase. This aggressive and optimistic sell rule works because the buy rules pick healthy companies that are worth holding and embraces Lynch's philosophy of letting your winners run.
Currently outperforming SPY by {{ yearExcess | percent }}
Currently underperforming SPY by {{ yearExcess | percent }}
Excess return: {{ summary.excess | percent }}CAGR: {{ summary.cagr | percent }}Max Draw Down: {{ summary.drawdown | percent }}
US companies only
SP500 members only
ETFs
industries:{{ u }}
sectors:{{ u }}
|
| {{ r.lhs }} | | {{ r.rhs }} |
|
{{ spec.sort }} purchase smaller first purchase larger first |
|
| {{ r.lhs }} | | {{ r.rhs }} |
| portfolio size | {{ spec.positions || ' ' }} | | min hold time (trading days) | {{ spec.minHold }} |
Full Strategy Access
( 5 buy rules and 1 sell rules )
available with any paid subscription