Top Performing Stock Models

Guru Based on Annual
Return
Dashan Huang 23.5%
Meb Faber 23.4%
Partha Mohanram 16.9%
James O'Shaughnessy 22.2%
Motley Fool 15.6%
Wayne Thorp 19.9%
Patrick O'Shaughnessy 19.1%
Benjamin Graham 12.8%
Martin Zweig 12.6%
Validea 12.6%
* 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 14.3%
Factor Rotation - Composite with Trend 14.0%
Factor Rotation - Momentum 12.9%
Factor Rotation - Composite 12.3%
Factor Rotation - Macro with Trend 11.5%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

Find Your Edge With Validea's Quantitative Investing Tools

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

22 different model portfolios based on our time tested factor-based strategies.

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ETF Portfolios

Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.

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Stock Screener

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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Trend Following

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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Learn More About Validea

Webinar: An Overview of Validea

A detailed look at the site and how to use it.

Webinar: Using Validea to Generate Investment Ideas

A look at our model portfolios, guru stock screener and idea generation tools.

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Our Latest Articles

7/21/2021

When Conviction Fails You

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

I wrote an article last week that challenged some commonly held beliefs about dividend investing. When you take on dividends, you can expect to receive some pushback and I certainly did. But the process of questioning an idea that so many investors strongly believe in got me thinking about the whole concept of conviction in investing.

7/14/2021

Put Down the Dividends – And Slowly Walk Away

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

Ok, I’ll admit that the title of this article is a little aggressive. That is especially true when you consider the fact that I don’t think investing in high yield stocks is a bad investment strategy. In fact, academic research shows that it is a reasonable one. The problem with dividend investing isn’t that it doesn’t work. The problem is that investor enthusiasm for it significantly exceeds its actual value.
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Our Podcast - Excess Returns

7/26/2021

Episode 105: The Facts About Factor Timing

Factor timing seems so sensible on the surface. The idea of adding exposure to out of favor factors appeals to investors' desires to buy low and sell high. But the reality is much more complicated than that. In this episode, we look at what the academic research shows about factor timing and some different approaches to building investment strategies that time factors.

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7/19/2021

Episode 104: The Truth About Dividend Investing

Investors love dividends. They like them for their potential to beat the market. They like them for the income they provide. Some even like them because of their perceived safety. But the reality of all of those things is a little bit different than the common When you look at each of the benefits that buying high yield stocks provides, you will typically find that there is a better way to accomplish that same thing using an alternative approach. In this episode, we look at the realities of investing in dividend paying stocks and how that differs from what many investors believe.

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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.