Top Performing Stock Models

Guru Based on Annual
Return
Meb Faber 23.3%
Dashan Huang 22.5%
Partha Mohanram 16.9%
James O'Shaughnessy 22.4%
Motley Fool 14.9%
Patrick O'Shaughnessy 20.0%
Wayne Thorp 18.5%
Benjamin Graham 12.8%
Martin Zweig 12.6%
Validea 12.6%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
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Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 14.2%
Factor Rotation - Composite with Trend 13.9%
Factor Rotation - Momentum 12.8%
Factor Rotation - Composite 12.1%
Factor Rotation - Value with Trend 11.7%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
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Our Latest Articles

4/7/2021

We Might Be in a Bubble, But You Probably Shouldn’t Care

By Jack Forehand (@practicalquant)

The recent rise in stock market interest among retail investors has certainly been apparent among my friends. In normal times, I might get an occasional question about investing, but the number of questions has risen substantially since the market bottom last year.

3/31/2021

The Changing Nature of Momentum

By Jack Forehand (@practicalquant)

Investors sometimes want to pigeonhole investing factors. We want to look at a factor and associate a certain type of company with it. Doing so makes us more comfortable with the factor and makes us believe we have a better feel for the types of stocks we will get if we invest using it.
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Our Podcast - Excess Returns

4/15/2021

Episode 83: A Detailed Look at All Weather Investing with Eric Crittenden

The last 40 years have been an exceptionally strong period for a portfolio of stocks and bonds. With stocks performing well and bonds benefitting from a tailwind of constantly falling interest rates, a portfolio consisting of only the two asset classes has been all investors have needed. But a deeper look at market history reveals that there were significant periods where a standard stock and bond mix didn't serve investors well. In this episode, we take a deep dive into the concept of all weather investing with Eric Crittenden of Standpoint Funds. All weather investing seeks to hold a diverse portfolio of assets that have the potential to perform well across a wide range of economic environments, including the inflationary environments that have tripped up the standard 60/40 portfolio in the past. We discuss the benefits of an all weather portfolio, the process of constructing a portfolio to stand up to a wide range of potential environments and the role of behavior in building an all weather strategy.

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4/12/2021

Episode 82: The Changing Nature of Momentum Investing

Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like Google or Facebook or Amazon. And that is especially true when we have gone through a growth dominated period like we have in the past decade. But the reality is that momentum doesn't care about growth. It doesn't care about value either. It also doesn't care about quality. All it cares about is that a stock's price has gone up. In this episode, we look at why momentum is a chameleon, and why that fact can make it challenging to follow for many investors.

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Videos

Webinar: An Overview of Validea

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

2020 Portfolio Overview and What 2021 May Hold

A look at how our models performed in 2020 and a look forward to 2021.

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What Our Users Are Saying About Validea

Validea is an incredible valuable tool to have. I depend on it for much of my research to help weed out stocks for my portfolio designs. The filters used for stock selection are easy to use and comes with a detailed analysis as to the why each particular stock either passes or fails the test. The articles & blogs are a great wealth of knowledge too.

Eric J.
Financial Advisor
As a retail investor, I particularly value Validea’s top-notch research capability. With the deluge of investment commentary available via innumerable blogs, articles, FinTwits, white papers, podcasts, etc., the Validea team is one of my go-to sources to maintain some perspective on what's really happening.

Rolf D.
I am always checking my investment/trading ideas with Validea. I feel better knowing that any of the guru models they are following might also be on my side!

Urs K.

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.

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Model Portfolios

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

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ETF Portfolios

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

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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.

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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.

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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.