Invest Like Wall Street Legends

Analysis using 10+ guru models.

Since 2003, our guru strategies have outperformed the market by as much as 424.5%

Guru Based on Return
Motley Fool 574.4%
Peter Lynch 402.9%
Martin Zweig 395.9%
Kenneth Fisher 389.3%
Benjamin Graham 368.6%
James P. O'Shaughnessy 236.4%
Warren Buffett 170.7%
Joseph Piotroski 164.9%
John Neff 133.3%
David Dreman 123.3%
Joel Greenblatt 106.3%

Recent Articles by Validea Founder John Reese


John Reese NASDAQ Articles

Rebalancing Is Key to Avoiding Increased Risk Exposure

If it ain't broke, don't fix it can be a useful mantra in many walks of life, but investors should be wary when applying this idea to asset allocations. Movements in the market can shift allocations and result in concentrations that might not necessarily fit your risk profile and/or investment goals.


John Reese Globe and Mail Articles
The Globe and Mail

Three Beaten-Down Stocks That Fit Warren Buffett's Patient Investor Style

If there's one thing that's hard to persuade investors to be, it's patient. The urge to chase the hot idea or the manager with the dazzling recent track record is incredibly powerful. The resolve to resist crowd mentality can falter when it seems as if everyone else is winning and you've been left behind. Imagine hiring a manager in 1997 and for the three year period to 2000, he clocks a gain of 65 per cent. That sounds pretty good, but remember: It was the roaring 1990s, and the technology-fuelled boom was all anyone could talk about. Dot-com after dot-com soared. During the same three year period, the Standard & Poor's 500 rose 107.6 per cent. That means your manager with the decent track record got beaten pretty handily and trailed the market by more than 40 per cent during this period.


John Reese Articles

3 'Orphan Stocks' to Consider Adopting

While it seems like the whole world is investing in stocks that trade in the major market indexes, sometimes winners can be found on the path less traveled. It's easy to see why investors are flocking to index-traded stocks. When a stock joins a major market index like the S&P 500, there is often celebration. It almost certainly means an immediate boost to the price and adds to the perception that the company has a promising outlook. Index stocks also benefit from a boost in liquidity. They immediately get bought up by all funds tracking the index and anyone who is trying to mimic it.

Validea Hot List Newsletter


Validea Hot List

David Dreman and Investor Psychology

Psychologists have begun to recognize and understand the critical role Affect plays in people's decision-making and the manner in which our minds tag representations of objects or events with positive or negative feelings. In order to combat the impact Affect has on your decision-making processes, of course, you have to recognize it. Check out our latest newsletter to see how and how to defend against it.


Validea Hot List

Go Back to School on your Investment Portfolio

Do you have a solid, go-to approach that is aligned with your risk profile and future goals? Are you sticking to that approach no matter what you hear on television or from friends and family? If not, these are questions that deserve your attention. Our latest newsletter gives you some ideas.


Validea Hot List

The Trigger is Not Your Friend

Both professional and individual investors often let emotions get the best of them. A better approach to investing is to arrive at decisions based on concrete metrics that point to strong underlying businesses likely to stand the test of time.

We wrote the book on beating the market

Validea researched history's top stock pickers and developed computer models that mimic the approaches these gurus used to beat the market over lengthy periods of time. Subscribing to Validea is like having these experts as your personal financial advisor.

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Analysis of any stock using the proven strategies of investment legends like Warren Buffett, Benjamin Graham and Peter Lynch.

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Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, James O'Shaughnessy and Martin Zweig.

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