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Validea: Value, Dividend and Growth Stocks Based on Strategies of Legends

»  At Validea, we believe the best way to outperform the market is to learn from those who have consistently done so in the past. Our model portfolios select value, dividend and growth stocks based on our interpretation of the strategies of market legends, including Warren Buffett, Peter Lynch, Benjamin Graham, Kenneth Fisher, Martin Zweig, David Dreman, Joseph Piotroski and Joel Greenblatt.   See the Returns of Our Model Portfolios

Getting Started

Getting started is easy. Check out our instructional video section to learn how you can harness the power of our stock research.
Videos - Warren Buffett, Peter Lynch, Joel Greenblatt

Advantages of Validea Stock Research offers a proven system to outperform the market using strategies of Wall Street legends. Our system includes:
» Proven model portfolios based on strategies of investing legends.
» The Validea Hot List - which has more than tripled the market since its inception.
» Detailed analysis of any stock using our time tested guru models.
Stock Research - Free Trial

Validea Hot List Newsletter

Hot List - Value, Growth, Dividend Stocks John Reese - 11/20/2015
A Quant's Journey: The Mental Lessons
After 12 years of running my guru-inspired investment models, I've learned a number of lessons about the mental approach needed to succeed with quantitative strategies. Read this week's newsletter to see what the greatest of those lessons are.

Guru Investor Blog

John Reese - Wed, 25 Nov 2015 11:54 AM
Learning from Swensen's Success at Yale
Yale’s endowment fund has performed exceptionally well under David Swensen, returning an average of 10% per year since 2005, beating all major stock indexes and all but 2 of Morningstar’s mu... more

Top Performing Validea Model Portfolios

Portfolio Based on Investing Style Annual Return S&P 500 Return
Small-Cap Growth Investor Motley Fool Growth 15.8% 6.1%
Top Five Gurus Validea Value/Growth 13.6% 6.1%
Price/Sales Investor Kenneth Fisher Value/Growth 10.8% 6.1%
Validea Hot List Validea Value/Growth 9.5% 6.1%
Growth Investor Martin Zweig Growth 9.3% 6.1%
Value Investor Benjamin Graham Value 9.0% 6.1%
P/E/Growth Investor Peter Lynch Value/Growth 8.1% 6.1%
Growth/Value Investor James P. O'Shaughnessy Value/Growth 7.7% 6.1%
Patient Investor Warren Buffett Value 7.6% 5.8%
Earnings Yield Investor Joel Greenblatt Value/Growth 7.4% 5.2%
Low PE Investor John Neff Value 5.1% 5.4%
Top Performers Over Other Periods - Year To Date    Last 12 Months    Last 6 Months    Last 3 Months

Today's Guru Upgrades & Downgrades

Ticker Company Name Type Strategy Name Based On
DCM NTT DOCOMO INC (ADR) Upgrade Growth/Value Investor James P. O'Shaughnessy
PBR PETROLEO BRASILEIRO SA PETROBRAS (ADR) Downgrade Contrarian Investor David Dreman
MPC MARATHON PETROLEUM CORP Downgrade Low PE Investor John Neff
AMTD TD AMERITRADE HOLDING CORP. Upgrade Patient Investor Warren Buffett
DG DOLLAR GENERAL CORP. Downgrade Earnings Yield Investor Joel Greenblatt
DLTR DOLLAR TREE, INC. Upgrade Growth/Value Investor James P. O'Shaughnessy
DLTR DOLLAR TREE, INC. Downgrade Patient Investor Warren Buffett
CBSH COMMERCE BANCSHARES, INC. Upgrade P/E/Growth Investor Peter Lynch
CAR AVIS BUDGET GROUP INC. Upgrade Contrarian Investor David Dreman
SATS ECHOSTAR CORPORATION Upgrade Book/Market Investor Joseph Piotroski
See All Upgrades and Downgrades

Disclaimer |  Privacy Statement |  Contact Us |  About Us Fundamental data provided by Reuters

The names of individuals (i.e., the 'gurus') appearing in this report are for identification purposes of his methodology only, as derived by from published sources, and are not intended to suggest or imply any affiliation with or endorsement or even agreement with this report personally by such gurus, or any knowledge or approval by such persons of the content of this report. All trademarks, service marks and tradenames appearing in this report are the property of their respective owners, and are likewise used for identification purposes only.

Validea is not registered as a securities broker-dealer or investment advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Validea is not responsible for trades executed by users of this site based on the information included herein. The information presented on this website does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information on this website is generic by nature and is not personalized to the specific situation of any individual. The user therefore bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional prior to making any investment decisions.

Performance results are based on model portfolios and do not reflect actual trading. Returns for both the model portfolios and the comparable benchmarkss do not include dividends. Actual performance will vary based on a variety of factors, including market conditions and trading costs. Past performance is not necessarily indicative of future results. Individual stocks mentioned throughout this web site may be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by founder John Reese. Validea Capital Management, which is a separate legal entity and an SEC registered investment advisory firm, uses, in part, the strategies on the web site to select stocks for its clients.