Top Performing Stock Models
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Dashan Huang | 10 | Monthly | 20.6% |
| Partha Mohanram | 10 | Tax Efficient | 14.9% |
| Motley Fool | 10 | Tax Efficient | 12.4% |
| James O'Shaughnessy | 10 | Tax Efficient | 16.1% |
| Wesley Gray | 20 | Monthly | 10.8% |
| Wayne Thorp | 10 | Quarterly | 15.9% |
| Validea | 20 | Tax Efficient | 10.3% |
| Martin Zweig | 20 | Tax Efficient | 10.3% |
| Patrick O'Shaughnessy | 20 | Monthly | 14.8% |
| Peter Lynch | 20 | Tax Efficient | 9.7% |
Top Performing ETF Models
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 11.7% | 8.5% |
| Factor Rotation - Composite with Trend | 11.3% | 8.5% |
| Factor Rotation - Momentum | 10.3% | 8.5% |
| Factor Rotation - Macro with Trend | 10.2% | 8.5% |
| Factor Rotation - Composite | 9.5% | 8.5% |
10/21/2020
By Justin Carbonneau (@jjcarbonneau)
In 2015, my firm Validea hired a technology consultant who was also building a company utilizing blockchain technology. At the time, the consultant suggested, "You know, you should take a few hundred dollars and buy some Bitcoin and just let it sit for 20 years." Whether or not that was sound investment advice will require another 15 years of waiting. But there's a story I want to tell about how cautiously tiptoeing into a relatively unknown investment helped save the life of someone I had never met that lived across the globe.10/14/2020
By Jack Forehand (@practicalquant)
There is little disagreement among market observers that passive investing is growing. There is also little dispute that the trend is likely to continue as a result of the rise of ETFs, investors’ focus on fees, the inconsistency of active manager outperformance, and numerous other factors. That is where the agreement ends, though. There are substantial disagreements as to if there has been an impact on the pricing of securities within the market, and if so, what that impact is.10/26/2020
10/22/2020
A detailed look at the site and how to use it.
A look at some of our strategies and how they worked in the historic 2020 market
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