Factor-Based Stock Portfolios

Guru Based on Annual
Meb Faber 21.2%
James O'Shaughnessy 19.2%
Partha Mohanram 14.2%
Dashan Huang 17.6%
Motley Fool 12.2%
Validea 15.7%
Benjamin Graham 11.2%
Kenneth Fisher 10.8%
Validea 10.7%
Martin Zweig 10.6%
* 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 11.7%
Factor Rotation - Composite with Trend 11.5%
Factor Rotation - Momentum 10.7%
Factor Rotation - Composite 10.4%
Factor Rotation - Value with Trend 9.2%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
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Simple trend-based system covering all the major asset classes.

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Webinar: An Overview of Validea

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

Webinar: Using Validea to Generate Investment Ideas

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Our Latest Articles


What Would Your Investing Obituary Say?

By Justin Carbonneau (@jjcarbonneau)

At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: “You should write your obituary and then try to figure out how to live up to it.” This statement inspired the idea for this article. If we, as investors, were asked to write our own investing obituary, what would it say?


Four Lessons from Guy Spier

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

We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven't watched the interview yet, I recommend you check it out before you read this because my writing won’t do justice to Guy’s insights in the same way listening to them directly from him will, but I wanted to summarize some of the biggest lessons I learned from our discussion.
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Excess Returns Podcast


Episode 212: Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott

In this episode, we speak with Unlimited Funds founder Bob Elliott. We discuss the general landscape of the hedge fund industry including the strategies hedge funds employ, whether they add value from a return perspective and if the top performing hedge funds are able to maintain that status over time. We also discuss the challenges of replicating hedge fund returns and Unlimited's unique approach to doing it via the ETF wrapper. In the second half of the interview, we get Bob's take on the current macroeconomic environment, why inflation might be tougher to tame than many think, what the resolution of the debt ceiling issue might mean for markets and a lot more.

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Episode 211: Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton

Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies of the past decade have seen that firsthand. But identifying those companies in advance can be incredibly difficult. In this episode, we talk with Deepwater's Gene Munster and Doug Clinton about how they seek to find the great growth companies of the future. We discuss the characteristics of firms that achieve persistent growth and how they seek to find them. We also take a tour of the current major areas of innovation they are looking at including artificial intelligence, robotics, autonomous vehicles, fintech and the metaverse and discuss the opportunities they see in each of them.

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The Education of a Financial Planner Podcast


Episode 15: Will ChatGPT Replace Financial Planners?

There is no doubt that ChatGPT and AI technology will change the world. Many think it will be an innovation that will be on par with the development of the internet in terms of its importance. But how it will do that and which areas of our lives it will impact the most is still up for debate. In this episode, we discuss how ChatGPT might impact the worlds of financial planning and asset management. We talk about the areas it might have the most impact and others where it might have a more difficult time causing significant changes.

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Episode 14: The Challenge of Understanding Your True Risk Tolerance

Figuring out an investor's true risk tolerance can be a very difficult process. There are certainly standard tools and processes that can be used to try to find the answer, but as Mike Tyson said "Everyone a plan until they get punched in the face." In this episode, we talk through the different types of risks investors face in markets and discuss some of the approaches we have used to better assess investors' true ability to handle them.

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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.

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.