Top Performing Stock Models

Guru Based on Annual
Return
Dashan Huang 22.9%
James O'Shaughnessy 22.4%
Meb Faber 22.8%
Partha Mohanram 16.5%
Motley Fool 15.7%
Wayne Thorp 19.4%
Patrick O'Shaughnessy 18.2%
Martin Zweig 12.7%
Validea 17.8%
Validea 12.6%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 14.2%
Factor Rotation - Composite with Trend 14.0%
Factor Rotation - Momentum 12.8%
Factor Rotation - Composite 12.3%
Factor Rotation - Macro with Trend 11.6%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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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Learn More About Validea

Webinar: An Overview of Validea

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

Webinar: Using Validea to Generate Investment Ideas

A look at our model portfolios, guru stock screener and idea generation tools.

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Our Latest Articles

10/13/2021

A Look at the Different Approaches to Factor Timing

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

Factor timing has always been one of the most alluring areas of investing for me. It is very clear that all factors have periods where they go in and out of favor, and if it is possible to time those periods to identify the factors to invest in (and the ones to avoid), that could be a significant source of alpha.

9/29/2021

Three Ideas to Help Fundamental Investors Weather a Flows Based Market

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

The market has changed in the wake of the pandemic. Retail trading is up dramatically. So is options activity. And narrative is driving returns much more than fundamentals are, which is a continuation of a trend that started well before then. We are all seeing things happening in the market that we have never seen in our investing careers.
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Our Podcast - Excess Returns

10/18/2021

Episode 119: Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth

This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint in his family's tax business prior to his work at Ritholtz. We talk about the lessons Bill has learned in his career and how others can benefit from them. We also take an in depth look at the Biden tax plan and cover the major points investors should be aware of in it. And we discuss what he has learned as an early adopter of direct indexing for clients.

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10/18/2021

Episode 118: The Underappreciated Growth Story of Emerging Markets with Kevin Carter

Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will see a much more favorable outlook for emerging markets than the US. But there is another side of the emerging markets story that has little to do with traditional value investing. There is also a significant growth story being driven by the emerging market consumer, and that story is being fueled by the internet. In this episode, we take an in depth look at the growth potential of emerging markets with Kevin Carter, founder of the EMQQ ETF, which is a pretty mazing growth story itself, with over $1 billion in assets. We look ay why standard emerging market indexes may be broken and why the emerging market consumer is leading one of the greatest growth stories in the world.

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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.