StockIQ Legends — Real Backtest Engine

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What would have happened if Benjamin Graham really ran a portfolio, by their own rules?

Not an estimate — a real backtest: ranks a real universe of stocks (21 well-known large caps, not yet the full S&P 500) by the methodology you pick, as of a real buy date, then checks the real return that actually happened through a real sell date — including against the real S&P 500. The pick is a simulation; the outcome is a historical fact.

⚠️ Historical simulation — not a real investment portfolio

Portfolio return (equal-weight)

+296.0%

S&P 500 return (real)

+56.6%

CAGR portfolio / index

31.7% / 9.4%

Win rate

4/5

Annualized volatility (real)

20.1%

Sharpe ratio

1.52

Avg. risk-free rate (real ^IRX)

1.05%

🏆 Benjamin Graham's top 5 picks

score 66/100

-28.3%

$262.20 (2014-12-31) → $187.90 (2019-12-31)

currentRatio: 1.59; (SEC 10-K filed 2014-11-21)
debtToEquity: 0.00; (SEC 10-K filed 2014-11-21)

CSCO

score 61/100

+72.4%

$27.82 (2014-12-31) → $47.96 (2019-12-31)

peRatio: 18.67; (SEC 10-K filed 2014-09-09, price as-traded 2014-12-31)
pbRatio: 2.59; (SEC 10-K filed 2014-09-09, price as-traded 2014-12-31)
currentRatio: 3.39; (SEC 10-K filed 2014-09-09)
debtToEquity: 0.38; (SEC 10-K filed 2014-09-09)

MSFT

score 60/100

+239.5%

$46.45 (2014-12-31) → $157.70 (2019-12-31)

📊 Full ranking (21-stock universe)

Stock	Score	Data Completeness	In S&P 500?
TSLA	77	45%	No
V	66	45%	Yes
CSCO	61	100%	Yes
MSFT	60	100%	Yes
JPM	59	75%	Yes
NVDA	49	100%	Yes
BAC	47	75%	Yes
JNJ	46	100%	Yes
META	45	100%	No
AAPL	37	100%	Yes
MA	34

💡 AI explanations aren't available right now (free AI provider quota exhausted) — the data and scores above are fully real, only the text explanation is missing this time.

⚠️ Important

This is a simulation of an investment decision under documented, published principles — not a forecast, not a claim this investor would actually have bought these stocks, and not investment advice. Past returns don't guarantee future results. The universe used here is currently 21 well-known stocks only, not the full S&P 500.