Factor-Based Stock Portfolios
|Guru Based on||Number
|James O'Shaughnessy||10||Tax Efficient||20.1%|
|Partha Mohanram||10||Tax Efficient||14.0%|
|Motley Fool||10||Tax Efficient||12.1%|
Factor-Based ETF Portfolios
|Factor Rotation - Momentum with Trend||11.9%||8.8%|
|Factor Rotation - Composite with Trend||11.7%||8.8%|
|Factor Rotation - Momentum||10.8%||8.8%|
|Factor Rotation - Composite||10.4%||8.8%|
|Factor Rotation - Value with Trend||9.5%||8.8%|
Analysis of any stock using the proven fundamental models of Buffett, Lynch and other greats..
See How Your Favorite Stocks Score
Twenty two time-tested portfolios based on proven fundamental strategies and academic research.
Simple ETF-based portfolios that manage risk and drawdowns.
Screen for stocks that pass the strategies of investment legends. Couple their criteria with your own.
Try It Out
Simple trend-based system covering all the major asset classes.
See Current Trend Signals
A detailed look at the site and how to use it.
A look at our model portfolios, guru stock screener and idea generation tools.
By Justin Carbonneau (@jjcarbonneau)In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some of these sentiment indicators to find their way into the fundamental models we run, including analyst earnings revisions, buy and sell recommendations, insider buying, stock buybacks, and momentum.
By Jack Forehand, CFA, CFP® (@practicalquant)There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your head, there is a pretty good chance you would tell me that to get a better return you need to take more risk. And in my experience, that principle is a very good one and does hold the majority of the time.