Factor-Based Stock Portfolios
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Dashan Huang | 10 | Monthly | 20.1% |
| Partha Mohanram | 10 | Monthly | 15.1% |
| Meb Faber | 10 | Annual | 18.3% |
| Motley Fool | 10 | Tax Efficient | 13.5% |
| Martin Zweig | 20 | Tax Efficient | 12.7% |
| Peter Lynch | 20 | Monthly | 12.4% |
| Wesley Gray | 10 | Monthly | 12.2% |
| James O'Shaughnessy | 10 | Tax Efficient | 16.0% |
| Validea | 10 | Monthly | 11.4% |
| Kenneth Fisher | 10 | Monthly | 11.1% |
Factor-Based ETF Portfolios
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 11.8% | 10.1% |
| Factor Rotation - Composite with Trend | 11.6% | 10.1% |
| Factor Rotation - Momentum | 11.1% | 10.1% |
| Factor Rotation - Composite | 10.8% | 10.1% |
| Factor Rotation - Value | 9.7% | 10.1% |
Analysis of any stock using the proven fundamental models of Buffett, Lynch and other greats..
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Twenty two time-tested portfolios based on proven fundamental strategies and academic research.
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Simple ETF-based portfolios that manage risk and drawdowns.
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Fri, 30 May 2025 Semiconductor ETFs Are Breaking Out – Here’s What the Data Tells Us The semiconductor sector is once again lighting up with momentum – and this time, it�s not just about Nvidia. According to Validea’s latest ETF Breakout Alert (as of May 30, 2025), three semiconductor-focused ETFs have emerged as standouts in terms of recent price strength, relative performance, and trend signals: All three have posted 15%-18% gains in the past month, dramatically outperforming the 5.2% average monthly return for their respective Large-Cap ETF categories. Each is now… View Full Post |
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Fri, 30 May 2025 Buffett Would Love These Chip Stocks Too: Why Nvidia Isn’t the Only Semiconductor Star This week, Nvidia once again lit up the investing world with blowout earnings, a reminder of just how powerful the AI-driven demand for compute has become. But while Nvidia (NVDA) commands the headlines, it’s far from the only semiconductor stock positioned to benefit from this generational shift. As Peter Lynch once said, “If you can’t explain to an 11-year-old in two minutes or less why you own the stock, you shouldn�t own it.” His message… View Full Post |
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Wed, 28 May 2025 Beyond the Magnificent Seven: A Fundamental Look at Today’s Best S&P 500 Stocks The S&P 500 is home to America’s corporate giants – companies with massive scale, global reach, and market-moving influence. But while every S&P 500 member is large-cap by definition, they are not all created equal when it comes to fundamental strength. At Validea, we score every S&P 500 stock using a multi-model system rooted in the principles of legendary investors like Warren Buffett and Peter Lynch. This composite approach looks across profitability, valuation, growth, quality,… View Full Post |
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Wed, 28 May 2025 Ten Fundamentally Sound Low Volatility Stocks Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. While traditional finance theory suggests that higher returns come with higher risk, decades of research have shown that low-volatility stocks have often delivered better risk-adjusted returns than their more volatile counterparts. These stocks appeal to investors looking for more stable performance and less dramatic losses during market downturns. To capture this effect, we screened our database for stocks… View Full Post |