Factor-Based Stock Portfolios

Guru Based on Annual
Return
Meb Faber 20.3%
Partha Mohanram 15.1%
Dashan Huang 18.4%
James O'Shaughnessy 17.9%
Motley Fool 12.8%
Wesley Gray 12.0%
Martin Zweig 12.1%
Peter Lynch 11.8%
Kenneth Fisher 11.6%
Benjamin Graham 11.0%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Factor-Based ETF Portfolios

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 12.4%
Factor Rotation - Composite with Trend 12.0%
Factor Rotation - Momentum 11.5%
Factor Rotation - Composite 11.0%
Factor Rotation - Macro with Trend 9.9%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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Latest Blog Posts

Thu, 12 Sep 2024

Finding Wide Moat Stocks: A Qualitative and Quantitative Guide


In 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 2024


Here 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 Stocks


Peter 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 2024


Validea’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

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.

Validea.com is a research provider that is owned and operated by The Reese Group, LLC. Validea.com offers model portfolios, screening and stock analysis that is not customized to any individual. No information on Validea.com should be construed as investment advice. Validea Capital Management is a separate investment advisory firm registered with the state of Connecticut. Validea Capital offers investment management services directly to clients and is a separate entity from The Reese Group, LLC. The Reese Group and Validea Capital are affiliated entities and share partial common ownership.