Top Performing Stock Models
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Annual | 20.3% |
Dashan Huang | 10 | Monthly | 19.8% |
James O'Shaughnessy | 10 | Tax Efficient | 19.4% |
Partha Mohanram | 10 | Tax Efficient | 13.7% |
Motley Fool | 10 | Tax Efficient | 12.8% |
Validea | 20 | Monthly | 15.7% |
Benjamin Graham | 10 | Annual | 10.9% |
Martin Zweig | 20 | Tax Efficient | 10.8% |
Peter Lynch | 20 | Monthly | 10.7% |
Validea | 10 | Monthly | 10.7% |
Top Performing ETF Models
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 13.2% | 8.8% |
Factor Rotation - Composite with Trend | 12.6% | 8.8% |
Factor Rotation - Momentum | 11.5% | 8.8% |
Factor Rotation - Composite | 10.7% | 8.8% |
Factor Rotation - Value with Trend | 10.3% | 8.8% |
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.
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6/22/2022
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
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.