Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Dashan Huang | 10 | Monthly | 19.9% |
Partha Mohanram | 10 | Monthly | 15.2% |
Meb Faber | 10 | Annual | 18.2% |
Motley Fool | 10 | Tax Efficient | 13.5% |
Martin Zweig | 20 | Tax Efficient | 12.8% |
Peter Lynch | 20 | Monthly | 12.5% |
Wesley Gray | 10 | Monthly | 12.2% |
James O'Shaughnessy | 10 | Tax Efficient | 15.9% |
Validea | 10 | Monthly | 11.4% |
Patrick O'Shaughnessy | 20 | Monthly | 15.0% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 11.7% | 10.0% |
Factor Rotation - Composite with Trend | 11.5% | 10.0% |
Factor Rotation - Momentum | 11.1% | 10.0% |
Factor Rotation - Composite | 10.7% | 10.0% |
Factor Rotation - Value | 9.7% | 10.0% |
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