Factor-Based Stock Portfolios

Guru Based on Annual
Return
Meb Faber 20.4%
Partha Mohanram 15.0%
Dashan Huang 18.2%
James O'Shaughnessy 18.1%
Motley Fool 12.7%
Martin Zweig 12.0%
Wesley Gray 11.8%
Peter Lynch 11.9%
Kenneth Fisher 11.7%
John Neff 10.7%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Factor-Based ETF Portfolios

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 12.3%
Factor Rotation - Composite with Trend 12.0%
Factor Rotation - Momentum 11.4%
Factor Rotation - Composite 11.1%
Factor Rotation - Value 9.9%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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Fri, 06 Sep 2024

Riding the Wave: Understanding Momentum Investing


In the vast ocean of investment strategies, momentum investing stands out as a surfboard that catches the biggest waves. Unlike its more intuitive cousins such as value or quality investing, momentum doesn’t rely on fundamental analysis of a company’s financials. Instead, it’s all about riding the wave of market sentiment. What is Momentum Investing? At its core, momentum investing is based on a simple premise: what goes up, will keep going up (at least for… View Full Post

Fri, 06 Sep 2024

Five Fundamentally Sound Low Beta Stocks for Volatile Markets


In today’s unpredictable financial landscape, investors are increasingly seeking ways to help mitigate risk. One strategy that can make sense is focusing on low beta stocks that also demonstrate solid fundamentals. Let’s explore the benefits of this approach and highlight some standout companies that fit the bill. Understanding Beta and Its Importance Beta is a measure of a stock’s volatility in relation to the overall market. A beta of 1 indicates that the stock moves… View Full Post

Fri, 06 Sep 2024

Validea’s Market Valuation Update: September 2024


Here is the latest update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. The average stock got a little cheaper in August with the TTM PE Ratio falling to 21 from 21.5. It is now just above… View Full Post

Thu, 05 Sep 2024

Three Dividend Aristocrats That Warren Buffett Might Like


Dividend Aristocrats are a select group of S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. This impressive track record demonstrates a commitment to shareholder returns and typically indicates a stable, profitable business model. For income-focused investors, Dividend Aristocrats offer a compelling blend of reliable cash flow and potential for capital appreciation. Validea’s interpretation of Warren Buffett’s investment strategy is based on the book “Buffettology” by Mary Buffett. This… View Full Post

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.