Top Performing Stock Models

Guru Based on Annual
Return
Meb Faber 21.0%
James O'Shaughnessy 20.4%
Dashan Huang 20.4%
Partha Mohanram 13.8%
Motley Fool 12.6%
Validea 16.2%
Benjamin Graham 11.4%
Martin Zweig 11.2%
Wayne Thorp 15.7%
Peter Lynch 10.9%
* 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 13.4%
Factor Rotation - Composite with Trend 12.8%
Factor Rotation - Momentum 11.8%
Factor Rotation - Composite 10.8%
Factor Rotation - Value with Trend 10.5%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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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

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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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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: Using Validea to Generate Investment Ideas

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Our Latest Articles

5/18/2022

The Importance of Flows

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

I am a fundamental investor. I like to look at the value of a stock in the same way I would look at any business. Ultimately, that value should be a function of the future cash flows the business can generate discounted back to the present using an appropriate discount rate. Early in my career, I looked at everything that occurred in the stock market through that lens. If a stock went down, I assumed it must have been because those future cash flows were either going to be less than expected or were being discounted at a higher rate.

5/4/2022

Evaluating the Current Arguments in the Value vs. Growth Debate

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

After a decade of massive outperformance, the tide has finally turned against growth investors this year. The combination of stretched valuations, less favorable fed policy and rapidly rising inflation has produced an environment that is much less friendly for growth stocks, and many of the most expensive names are now 50%-90% off their highs.
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Excess Returns Podcast

5/19/2022

Episode 150: Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova

In this episode we talk with Dimensional Fund Advisors Director of Research Savina Rizova. We discuss her amazing story, from growing up in communist Bulgaria to recently being named one of Barron's 100 most influential women in finance. We also take a deep dive into factor investing and how Dimensional views the major factors including value, momentum, profitability and investment, and her research on intangible assets and their impact of investment strategy construction.

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5/12/2022

Episode 149: Mike Green on the Dangers of the Rise of Passive Investing

The case for passive investing is a very strong one. With most active managers failing to keep up with the market, the arguments for passive are difficult to refute. But has the rise of passive introduced significant risks to the market? Our guest this week thinks it has. We talk to Simplify Asset Management's Mike Green about the potential dangers of the rise of passive investing and what they mean for investors. We also get his take on comparisons between the current market and the 2000 bear market, inflation and Fed policy, and the future of fundamental investing.

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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.