Top Performing Stock Models
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Dashan Huang | 10 | Monthly | 22.4% |
Partha Mohanram | 10 | Tax Efficient | 15.9% |
James O'Shaughnessy | 10 | Tax Efficient | 20.4% |
Motley Fool | 10 | Tax Efficient | 14.4% |
Wesley Gray | 20 | Monthly | 12.9% |
Patrick O'Shaughnessy | 10 | Monthly | 18.1% |
Wayne Thorp | 10 | Monthly | 17.2% |
Meb Faber | 10 | Monthly | 17.1% |
Martin Zweig | 20 | Tax Efficient | 11.8% |
Validea | 10 | Monthly | 11.5% |
Top Performing ETF Models
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 13.4% | 9.3% |
Factor Rotation - Composite with Trend | 13.0% | 9.3% |
Factor Rotation - Momentum | 12.0% | 9.3% |
Factor Rotation - Composite | 11.3% | 9.3% |
Factor Rotation - Macro with Trend | 11.0% | 9.3% |
1/13/2020
By Justin Carbonneau (@jjcarbonneau)
Many stock investors seek out high dividend paying companies. Over time, dividends have been an important component of long-term stock returns and many investors, particularly investors drawing off their portfolios, favor higher yielding companies because they view income paying investments as getting "paid while they wait".1/6/2021
By Jack Forehand (@practicalquant)
It would be an understatement to say that the last decade has been a challenging one for value investors. The problems were initially isolated to certain value metrics (i.e. Price/Book) and more contained in strategies that overweighted certain sectors, but in the past few years the damage spilled over into pretty much any way you tried to represent value. And just when it seemed things couldn’t get any worse, the coronavirus came in and dealt one more horrible gut punch to value.A detailed look at the site and how to use it.
A look at some of our strategies and how they worked in the historic 2020 market
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.
See How Your Favorite Stocks Score
22 different model portfolios based on our time tested factor-based strategies.
View Returns
Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.
See Portfolios
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.
Try It Out
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.
See How It Works