Factor-Based Stock Portfolios

Guru Based on Annual
Return
Meb Faber 21.5%
Partha Mohanram 14.4%
James O'Shaughnessy 18.7%
Dashan Huang 18.1%
Motley Fool 12.7%
Validea 16.5%
Kenneth Fisher 12.1%
Peter Lynch 11.2%
Benjamin Graham 11.2%
Patrick O'Shaughnessy 15.2%
* 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 11.7%
Factor Rotation - Composite with Trend 11.6%
Factor Rotation - Momentum 10.8%
Factor Rotation - Composite 10.5%
Factor Rotation - Value 9.4%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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Our Latest Articles

11/29/2023

Optimism vs. Pessimism: Defining Your Investing Future

By Justin Carbonneau (@jjcarbonneau)

Optimism is defined as the "hopefulness and confidence about the future or the successful outcome of something." Pessimism is defined as "a tendency to see the worst aspect of things or believe that the worst will happen; a lack of hope or confidence in the future." I think for most investors their degree of optimism and pessimism likely fluctuates with the performance of their investments and the overall market.

11/16/2023

Why It’s Great to be an Investor Now in 2023

By Justin Carbonneau (@jjcarbonneau)

This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values and seeing very little growth, and possibly losses. But today’s investor, mostly due to structural efficiencies, technology, fees, optionality and tools, resources and investing education, is probably better off than ever before.
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Excess Returns Podcast

12/13/2023

Episode 242: Navigating the Factor Zoo with Matthias Hanauer

In this episode, we talk factor investing with Robeco's Matthias Hanauer. Matthias has written some excellent research papers on a variety of factor investing topics and we dig into the details behind two of our favorites: "Honey I Shrunk the Factor Zoo", and "Resurrecting the Value Premium." We also discuss the state of value investing in general and look at some interesting charts Matthias put together that put the current situation in value in context.

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12/6/2023

Episode 241: The Enduring Legacy of Charlie Munger with Lawrence Cunningham

In this episode, we discuss the incredible life and investing career of Charlie Munger with George Washington Professor Lawrence Cunningham. Lawrence in one of the world's leading experts on Berkshire Hathaway and Buffett and Munger and w couldn't think of anyone better to help us pay tribute to Munger. We discuss Munger's life, his investing career, the core principles that governed him, his legacy and a lot more.

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The Education of a Financial Planner Podcast

12/4/2023

Episode 41: The Characteristics of a Good Investment Process - And How to Know When to Change It

One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining when to change it is even harder. In this episode, we tackle both issues. We look at the characteristics of a good investment process. We also look at international diversification, the 60-40 portfolio and the struggles of value investing as examples of how to think about when to change it.

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11/27/2023

Episode 40: Year-End Investing and Planning Strategies

As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help us work through them. We discuss tax loss harvesting, how we look at the process of evaluating investment strategy changes, RMD considerations and a lot more.

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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.

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.