Top Performing Stock Models

Guru Based on Annual
James O'Shaughnessy 20.1%
Meb Faber 20.1%
Dashan Huang 19.6%
Partha Mohanram 13.5%
Motley Fool 13.1%
Validea 16.1%
Martin Zweig 11.3%
Wayne Thorp 15.8%
Patrick O'Shaughnessy 15.3%
Benjamin Graham 11.1%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
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Top Performing ETF Models

Portfolio Annual
Factor Rotation - Momentum with Trend 12.7%
Factor Rotation - Composite with Trend 12.2%
Factor Rotation - Momentum 11.6%
Factor Rotation - Composite 10.9%
Factor Rotation - Value with Trend 10.0%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
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Our Latest Articles


Three Lessons from Harley Bassman

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

Last month, I started a new series of articles I am going to write to highlight some of the episodes of our Excess Returns podcast that I have learned the most from and the biggest lessons I learned from them. In my initial article, I looked at our episode with Andrew Beer. This week, I want to look at the episode we just released yesterday with Harley Bassman.


Knowing When to Change Your Investment Process

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

We all know that having a sound process is crucial to investing success. Finding something that works over the long-term and adhering to it through the inevitable ups and downs that the market brings is essential to achieving our goals. This is particularly true in the world of systematic investing that I live in. If you are going to call yourself a systematic investor and you don’t adhere to your system, then you probably aren’t going to have much success. But having a process doesn’t mean you shouldn’t ever change it.
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Excess Returns Podcast


Episode 181: Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman

In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley's work on convexity and how to utilize it in portfolios earned him the nickname the Convexity Maven. We discuss convexity and how investors can benefit from it in their investment strategies and also cover a wide range of other topics, including inflation, housing, Fed policy and a lot more.

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Episode 180: A Common Sense Approach to Markets with Ben Carlson

In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. We discuss Ben's path to creating and building the blog and what he has learned along the way. We also get Ben's help putting the current market and economic situation in historical context and discuss some of the biggest lessons he has learned studying market history.

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Performance Disclaimer: Returns presented on 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 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 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.