Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Annual | 20.3% |
Partha Mohanram | 10 | Monthly | 15.1% |
Dashan Huang | 10 | Monthly | 18.4% |
James O'Shaughnessy | 10 | Tax Efficient | 17.9% |
Motley Fool | 10 | Tax Efficient | 12.8% |
Wesley Gray | 10 | Monthly | 12.0% |
Martin Zweig | 20 | Tax Efficient | 12.1% |
Peter Lynch | 20 | Monthly | 11.8% |
Kenneth Fisher | 10 | Monthly | 11.6% |
Benjamin Graham | 10 | Annual | 11.0% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 12.4% | 10.1% |
Factor Rotation - Composite with Trend | 12.0% | 10.1% |
Factor Rotation - Momentum | 11.5% | 10.1% |
Factor Rotation - Composite | 11.0% | 10.1% |
Factor Rotation - Macro with Trend | 9.9% | 10.1% |
Analysis of any stock using the proven fundamental models of Buffett, Lynch and other greats..
See How Your Favorite Stocks Score
Twenty two time-tested portfolios based on proven fundamental strategies and academic research.
View Returns
Simple ETF-based portfolios that manage risk and drawdowns.
See Portfolios
Screen for stocks that pass the strategies of investment legends. Couple their criteria with your own.
Try It Out
Simple trend-based system covering all the major asset classes.
See Current Trend Signals
A detailed look at the site and how to use it.
A look at our model portfolios, guru stock screener and idea generation tools.
Thu, 12 Sep 2024 Finding Wide Moat Stocks: A Qualitative and Quantitative GuideIn the world of investing, the concept of an economic moat is crucial for identifying companies with sustainable competitive advantages. Coined by Warren Buffett, a moat refers to a company’s ability to maintain its market position and profitability over time, despite competitive pressures. Just as a castle’s moat provides protection from invaders, an economic moat shields a company from competitors, allowing it to generate superior returns for investors. Companies with wide moats tend to maintain… View Full Post |
Wed, 11 Sep 2024 Validea Value Spread Update – September 2024Here is the latest value spread update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. To compare value vs. growth, we look at the top decile of the cheapest stocks and compare it to the top decile… View Full Post |
Tue, 10 Sep 2024 Five High Momentum Top Peter Lynch StocksPeter Lynch is renowned for his “buy what you know” philosophy and stellar track record managing Fidelity’s Magellan Fund. While Lynch looked for companies he understood, he also relied heavily on quantitative metrics to find attractive investments. Validea has created a model based on Lynch’s approach that scores stocks according to key criteria he emphasized. When combined with momentum factors, this strategy aims to identify reasonably priced growth stocks that are also trending upwards in… View Full Post |
Mon, 09 Sep 2024 Top Benjamin Graham Stocks – September 2024Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing”. This strategy aims to identify undervalued stocks by focusing on companies with strong financial positions and consistent earnings. The approach uses strict criteria to select stocks, emphasizing safety and value over growth potential. The strategy employs several key financial metrics to evaluate potential investments. These include a minimum market capitalization, a strong current… View Full Post |