Factor-Based Stock Portfolios

Guru Based on Annual
Meb Faber 21.4%
James O'Shaughnessy 19.7%
Partha Mohanram 15.2%
Dashan Huang 18.7%
Motley Fool 13.2%
Martin Zweig 12.3%
Kenneth Fisher 12.2%
Wesley Gray 11.8%
Validea 15.9%
Peter Lynch 11.8%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Factor-Based ETF Portfolios

Portfolio Annual
Factor Rotation - Momentum with Trend 12.5%
Factor Rotation - Composite with Trend 12.3%
Factor Rotation - Momentum 11.5%
Factor Rotation - Composite 11.3%
Factor Rotation - Macro with Trend 10.1%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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Latest Blog Posts

Tue, 21 May 2024

Quantitative Momentum Investing

Momentum is one of the strongest investing factors, but is often overlooked by investors relative to other factors like value. Momentum refers to buying stocks that have performed well in the recent past and avoiding stocks that have performed poorly. The idea is that stocks that have outperformed recently tend to continue outperforming in the near term. While the concept seems almost too simple to be effective, momentum is one of the most well-documented factors… View Full Post

Sat, 18 May 2024

Evaluating the Fundamentals of NVDA Heading Into Earnings

NVIDIA Corporation (NASDAQ: NVDA) is set to release its quarterly earnings report on May 22, 2024, and the anticipation is palpable among investors and analysts alike. The company, which has seen a meteoric rise in its stock price and market valuation over the past few years, is expected to continue its impressive growth trajectory, driven largely by its dominance in the artificial intelligence (AI) and data center markets. NVIDIA’s Recent Performance and Growth NVIDIA’s financial… View Full Post

Sat, 18 May 2024

As Meme Stock Mania Returns, GameStop’s Fundamentals Remain Shaky

GameStop, the struggling video game retailer that led the meme stock frenzy in 2021, saw its shares skyrocket once again this week before falling back to earth. The big move was caused by the surprise return of Keith Gill, the trader known as “Roaring Kitty” who helped ignite the original GameStop mania, to social media after a three-year hiatus (although some suspect it isnít Gill who has been actually sending the tweets) Roaring Kitty’s Return… View Full Post

Mon, 06 May 2024

Warren Buffett is Selling Apple – His Model Disagrees

At Berkshire Hathaway’s annual shareholder meeting this past weekend, it was revealed that Warren Buffett has been selling off his stake in Apple (AAPL). According to Berkshire’s latest 13F filing, the conglomerate sold off over 50 million shares of AAPL in the fourth quarter of 2023, reducing its position by nearly 25%. This comes as a surprise to many, given Buffett’s long history of praising Apple and his general buy-and-hold investing philosophy. Why is Buffett… 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.