Factor-Based Stock Portfolios

Guru Based on Annual
Return
Meb Faber 21.1%
Partha Mohanram 15.4%
James O'Shaughnessy 18.7%
Dashan Huang 18.5%
Motley Fool 13.0%
Martin Zweig 12.3%
Kenneth Fisher 12.2%
Wesley Gray 12.0%
Peter Lynch 11.6%
Patrick O'Shaughnessy 16.1%
* 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 12.5%
Factor Rotation - Composite with Trend 12.4%
Factor Rotation - Momentum 11.6%
Factor Rotation - Composite 11.4%
Factor Rotation - Macro with Trend 10.3%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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Latest Blog Posts

Sun, 14 Jul 2024

The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?


The “Magnificent 7” stocks – Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla – have been the undisputed leaders of the stock market in recent years. In 2024, these seven mega-cap tech giants have accounted for the vast majority of the S&P 500’s gains, dramatically outperforming the broader market. While their market-beating performance is clear, how do these stocks stack up on a fundamental basis? Using Validea’s guru-inspired stock analysis models, we can peek… View Full Post

Thu, 11 Jul 2024

Validea’s Top 10 Warren Buffett Stocks – July 2024


Validea’s Warren Buffett model using published writings about Buffett to identify stocks that might meet his fundamental tests. The strategy aims to identify high-quality companies with predictable earnings that are trading at attractive prices. The strategy has two main stages: Stage 1: Identifying “Buffett-type” companies Stage 2: Determining if the price is attractive The model aims to replicate Buffett’s patient, value-oriented approach of buying great businesses at good prices and holding for the long-term. It… View Full Post

Wed, 10 Jul 2024

Validea Trend Following: July 2024 Update


Below is our trend following update for July of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset classes, sectors and investment styles. With the continued bull market, most equity indexes and asset classes remain in uptrends, with the one exception being Bank Loans. All sectors are also currently in uptrends according to our system. Across the value and growth spectrum, all investment… View Full Post

Wed, 10 Jul 2024

Understanding Shareholder Yield: Beyond Dividend Yield


When evaluating potential investments, many investors focus on dividend yield as a key metric. However, shareholder yield offers a more comprehensive picture of how companies return value to shareholders. Let’s explore this concept and examine five stocks that currently score highly according to Validea’s models. What is Shareholder Yield? Shareholder yield encompasses three ways companies can return capital to shareholders: By considering all three factors, shareholder yield provides a fuller view of a company’s commitment… 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.