Top Performing Stock Models

Guru Based on Annual
Return
Meb Faber 20.3%
Dashan Huang 19.8%
James O'Shaughnessy 19.4%
Partha Mohanram 13.7%
Motley Fool 12.8%
Validea 15.7%
Benjamin Graham 10.9%
Martin Zweig 10.8%
Peter Lynch 10.7%
Validea 10.7%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 13.2%
Factor Rotation - Composite with Trend 12.6%
Factor Rotation - Momentum 11.5%
Factor Rotation - Composite 10.7%
Factor Rotation - Value with Trend 10.3%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

Find Your Edge With Validea's Quantitative Investing Tools

Guru Analysis

Analysis of 6000+ stocks using the proven strategies of investment legends like Warren Buffett, Benjamin Graham and Peter Lynch. See the details behind "why" some stocks look good and others don't through the guru methodologies.

See How Your Favorite Stocks Score

Model Portfolios

22 different model portfolios based on our time tested factor-based strategies.

View Returns

ETF Portfolios

Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.

See Portfolios

Stock Screener

Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, John Neff and Martin Zweig. Combine multiple strategies together or add in fundamental filters to refine your result set.

Try It Out

Trend Following

Our trend following system covers over 45+ asset & investment classes and seeks to help limit losses during major market declines while maintaining a disciplined re-entry method when prices revert. Get alerted when the signals change between Buy and Sell.

See How It Works

Start Your Free Trial

Learn More About Validea

Webinar: An Overview of Validea

A detailed look at the site and how to use it.

Webinar: Using Validea to Generate Investment Ideas

A look at our model portfolios, guru stock screener and idea generation tools.

All Videos

Our Latest Articles

6/22/2022

Six Things That Might Go Right

By Justin Carbonneau (@jjcarbonneau)

During bear markets, it’s easy to talk about all the things going wrong in the market, economy and the world. And in today’s current market environment, there is no shortage of things to worry about. From high inflation, increasing interest rates and borrowing costs, geopolitical risk and tensions, disrupted supply chains, troublesome debt-to-GDP ratios and recent market excesses with things like SPACs and Meme stocks – there are plenty of reasons for investors to be concerned. Investor surveys like the AAII Investor Sentiment survey show very high levels of bearishness and low optimism about stock investing.

6/15/2022

Five Things to Keep in Mind During Bear Markets

By Jack Forehand, CFA, CFP® (@practicalquant)

We are officially in a bear market. We crossed a 20% intraday loss a while back so it is only a matter of semantics, but we have finally closed below the official threshold. But what does that mean going forward? I certainly don’t know and it is likely that most experts who try to predict the future don’t either. But there are some key lessons I think all of us can keep in mind during bear markets.
Read Our Blog

Excess Returns Podcast

6/21/2022

Episode 156: Six Experts Help Us Understand Momentum Investing

Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should be bought just because its price has gone up. We have been fortunate to have some of the most knowledgeable experts on momentum we know on our podcast and we wanted to bring all their expertise together to help all of us better understand momentum. In this episode we combine the insights of Sheridan Titman, Jack Vogel, Harin de Silva, Jason Hsu, Gary Antonacci and Wes Gray and look at why momentum works, how to measure it and the different ways it can be utilized.

Watch on YouTube    Listen on Apple Podcasts    Listen on Spotify    Listen on Google Podcasts

6/14/2022

Episode 155: Show Us Your Portfolio: Wes Gray

In this episode of Show Us Your Portfolio we speak with Alpha Architect founder Wes Gray. We discuss the three principles he uses to build his personal portfolio and take a detailed look the major assets within it. We also discuss his general views on portfolio management, his biggest investment mistakes and how he thinks about his long-term investing goals.

Watch on YouTube    Listen on Apple Podcasts    Listen on Spotify    Listen on Google Podcasts
All Episodes
Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.