Top Performing Stock Models

Guru Based on Annual
Return
Meb Faber 23.0%
Dashan Huang 22.0%
James O'Shaughnessy 21.2%
Partha Mohanram 15.8%
Motley Fool 14.6%
Patrick O'Shaughnessy 17.5%
Validea 17.4%
Validea 12.3%
Martin Zweig 12.2%
Benjamin Graham 12.1%
* 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 13.9%
Factor Rotation - Composite with Trend 13.5%
Factor Rotation - Momentum 12.6%
Factor Rotation - Composite 11.8%
Factor Rotation - Value with Trend 11.0%
* 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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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

1/12/2021

The Risk Reduction Conundrum

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

A member of my family called me the other day with a question I hear often from both people I know and from people we manage money for. The question was a simple one: With the market at all-time highs, valuations at very expensive levels, and the future of the economy very uncertain, should I reduce risk in my portfolio?

1/5/2022

The Forecast Article To Shake Your Belief in Forecasts

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

We have just reached the end of 2021 annual forecasting season. It is the time of year when market strategists tell you where the market will go this year, what will happen with the economy, where inflation is headed and what types of stocks will lead the way in the new year. These forecasts will typically be provided with a level of conviction that makes you believe that there is a high probability that they will be correct. They will even include exact targets for things like the return of the S&P 500. But If history is any guide, that confidence will be far from justified.
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Excess Returns Podcast

1/17/2022

Episode 131: A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt

There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks in the market also typically come from the growth space. This puts a premium on the ability to separate the winners from the losers for growth managers. Our guest this week has produced a very strong record of doing exactly that. We speak with Rick Schmidt, Partner and Portfolio Manager with Harding Loevner. We discuss their process for selecting quality growth companies and the criteria they use within it. We also cover the impact of macro factors on growth investing, the current valuations in the growth space and the important attributes of good brands and management teams.

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1/10/2022

Episode 130: Six Lessons We Learned While Navigating the Market in 2021

2021 has been a really interesting year for markets. In this episode we talk about the biggest lessons we learned from the year, and from the post pandemic period in general. We discuss the debate as to whether the market is a voting or a weighing machine, the true definition of long-term and the importance of thinking in probabilities, as well as other significant lessons we learned.

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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.