Worldwide Research Sites:
US | Canada | South Africa
Actively Managed ETFs:
Validea Funds
Private Accounts:
Validea Capital Management
Investing Insights:
Guru Investor Blog
Validea: Value, Growth, Dividend Stocks    Stock Research - Free Trial   
Home  |   Validea Pro  |   Model Portfolios  |   Rating Changes  |   Blog  |   Hot List  |   Money Management
 Enter Ticker:
 Symbol Lookup
 Free Research
  Rating Changes
  Year End Reports
 Free Weekly Email
Enter Email Address:
 Stock Ideas
  Hot List
  Model Portfolios
  Guru Screener
  Adv. Guru Screener
  Top Industries
 Stock Analysis
  Guru Analysis
  Stock Tracker
  My Portfolio
 Validea Professional
  Trade Alerts
  Pro Portfolios
  Stock Reports
 About Us
  About John Reese
  Guru Investor Book
  Press Room
 Featured Gurus
  Warren Buffett
  Benjamin Graham
  Peter Lynch
  Joel Greenblatt
  Martin Zweig
  David Dreman
  John Neff
  Kenneth Fisher
  Joseph Piotroski
  Motley Fool
  J. O'Shaughnessy
 Gurus by Style
  Value Stocks
  Growth Stocks
  Dividend Stocks
  Growth/Value Stocks
 Customer Service
  Contact Us
Validea Model Portfolios Returns based on closing prices as of 2/12/2016
Validea's model portfolios are based on our interpretation of the strategies of 11 of history's most successful stock pickers, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt. We offer a 10 stock and 20 stock portfolio based on each guru strategy and 2 portfolios that combine all of our strategies.

» For answers to common questions about our model portfolios see our FAQ.
» For an overview of our system, check out our Guru Investing Report.
» To download our latest model portfolio year end report, click here.
» The next rebalancing will occur on 3/11/2016 for our monthly portfolios, 3/11/2016 for our quarterly portfolios, and 6/30/2016 for our annual portfolios.

Learn More About This Page in Our Videos Section
Rebalancing Period: Filter our model portfolios using the drop down boxes to the left. You can filter based on the number of stocks in the portfolio, the rebalancing time frame, and the period over which the return is calculated.
Portfolio Size:
Return Period:
Investing Style:
Model Portfolio Based on
Book By/About
YTD Return S&P 500 Return Accuracy Beta
Value Investor Benjamin Graham -4.3% -8.8% 80.0% 1.35
Patient Investor Warren Buffett -6.1% -8.8% 75.0% 0.88
Price/Sales Investor Kenneth Fisher -8.5% -8.8% 80.0% 0.95
Growth/Value Investor James P. O'Shaughnessy -8.9% -8.8% 80.0% 1.15
Contrarian Investor David Dreman -12.1% -8.8% 75.0% 1.37
P/E/Growth Investor Peter Lynch -12.1% -8.8% 70.0% 1.07
Momentum Investor Validea -12.5% -8.8% 75.0% 1.05
Earnings Yield Investor Joel Greenblatt -14.2% -8.8% 60.0% 0.76
Growth Investor Martin Zweig -17.8% -8.8% 65.0% 1.09
Book/Market Investor Joseph Piotroski -18.7% -8.8% 65.0% 1.67
Small-Cap Growth Investor Motley Fool -18.7% -8.8% 70.0% 1.10
Low PE Investor John Neff -22.5% -8.8% 50.0% 1.26
Validea Hot List N/A -6.8% -8.8% 75.0% 1.19
Top Five Gurus N/A -16.4% -8.8% 60.0% 1.09

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.