Factor-Based Stock Portfolios
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Dashan Huang | 10 | Monthly | 19.9% |
| Partha Mohanram | 10 | Monthly | 15.2% |
| Meb Faber | 10 | Annual | 18.2% |
| Motley Fool | 10 | Tax Efficient | 13.5% |
| Martin Zweig | 20 | Tax Efficient | 12.8% |
| Peter Lynch | 20 | Monthly | 12.5% |
| Wesley Gray | 10 | Monthly | 12.2% |
| James O'Shaughnessy | 10 | Tax Efficient | 15.9% |
| Validea | 10 | Monthly | 11.4% |
| Patrick O'Shaughnessy | 20 | Monthly | 15.0% |
Factor-Based ETF Portfolios
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 11.7% | 10.0% |
| Factor Rotation - Composite with Trend | 11.5% | 10.0% |
| Factor Rotation - Momentum | 11.1% | 10.0% |
| Factor Rotation - Composite | 10.7% | 10.0% |
| Factor Rotation - Value | 9.7% | 10.0% |
Analysis of any stock using the proven fundamental models of Buffett, Lynch and other greats..
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Twenty two time-tested portfolios based on proven fundamental strategies and academic research.
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Simple ETF-based portfolios that manage risk and drawdowns.
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Wed, 21 May 2025 High Earnings Yield Stocks: What They Are and Why They Matter When evaluating stocks, many investors are familiar with the price-to-earnings (P/E) ratio – a classic valuation metric. But flip that ratio and you get the sometimes overlooked metric: earnings yield. In this article, we’ll break down what earnings yield is, why it can be more useful than the P/E ratio in certain contexts, and how you can use it to find potentially undervalued stocks, whether it be using the tools on Validea or other research… View Full Post |
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Wed, 21 May 2025 Ten Top Peter Lynch Stocks Validea’s investment approach is based on Peter Lynch’s strategies from his days managing Fidelity’s Magellan Fund. The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. A key metric is the PEG ratio (Price-to-Earnings relative to Growth), with values below 1.0 potentially indicating undervalued growth opportunities. The strategy looks for companies with consistent 20-30% annual earnings growth while being skeptical of extremely high growth forecasts that may not last.… View Full Post |
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Tue, 20 May 2025 Why Warren Buffett and Berkshire May Be Diving Into Pool Corp (POOL) In Q3 2024, Berkshire Hathaway initiated a position in Pool Corporation (POOL), and in its most recent 13F filing, Buffett’s firm disclosed a 140%+ increase in that stake. While it’s still a relatively small position in Berkshire’s portfolio (about $460 million as of now), the investment gives POOL a meaningful endorsement from one of the world’s most successful long-term investors. A Business Buffett Can Understand POOL fits one of Buffett’s most time-tested filters: a simple,… View Full Post |
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Tue, 20 May 2025 Ten Top Benjamin Graham Stocks Benjamin Graham, widely recognized as value investing’s founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Graham’s approach centers on discovering financially stable, established companies trading below their true worth, avoiding speculative ventures with uncertain futures. Investment Philosophy Graham advocated for investing in businesses with proven performance histories rather than companies built primarily on future promises. This conservative strategy emphasizes… View Full Post |