Top Performing Stock Models

Guru Based on Annual
Return
Partha Mohanram 12.8%
Dashan Huang 17.6%
Motley Fool 10.5%
Pim van Vliet 14.0%
Validea 8.8%
Wesley Gray 7.5%
Martin Zweig 8.0%
Peter Lynch 7.8%
Patrick O'Shaughnessy 12.0%
Kenneth Fisher 7.2%
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Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 10.7%
Factor Rotation - Composite with Trend 10.5%
Factor Rotation - Momentum with Trend 10.5%
Factor Rotation - Composite with Trend 10.4%
Factor Rotation - Macro with Trend 10.0%
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Our Latest Research

3/25/2020

Three Things I Feel Strongly About – And Why I Might Be Wrong

By Jack Forehand (@practicalquant)

Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions that disagree with ours don’t have sensible arguments to support them. So we gravitate toward people who agree with ours. Whether it be in our personal relationships, or our virtual ones through things like social media, we all unconsciously want to seek out validation that proves that what we thought all along is correct. This practice can be very problematic in normal times. In times like this, where emotions are running high and many of us aren’t thinking as clearly as we normally would, it can be much worse than that.

3/18/2020

Learning from Buffett and Others During Market Crises

By Justin Carbonneau (@jjcarbonneau)

While no one has the answers to how deep the current market downturn will be and how far stocks will fall, there have been other market crises in the past. And while each one has its own causes and amount of damage they inflict, investors like Warren Buffett, Peter Lynch and lessons from market history can help guide us and give us confidence that over time, over the long-term, we’ll recover.
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Our Podcast - Excess Returns

3/30/2020

Episode 17: The Importance of Challenging Your Own Beliefs

Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions that disagree with ours don’t have sensible arguments to support them. So we gravitate toward people who agree with ours. Whether it be in our personal relationships, or our virtual ones through things like social media, we all unconsciously want to seek out validation that proves that what we thought all along is correct. But during times like these that can be a major problem. In this episode, we discuss some of our current beliefs, and why they might be wrong.

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   Listen on Overcast

3/23/2020

Episode 16: Looking at Different Ways to Manage Risk

There are many ways to manage risk in a portfolio. Traditional methods like blending stocks with bonds will work for most investors, but more creative methods can also make sense in some cases. One thing all risk management techniques have in common though, is that they come with trade offs. In this episode we look at some popular risk management approaches, and some lesser known ones, and examine the pros and cons of each. In addition to a traditional blended stock and bond approach, we also discuss the Permanent Portfolio, and more advanced quantitative approaches like Trend Following, Protective Asset Allocation and Generalized Protective Momentum.

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   Listen on Breaker    Listen on Overcast
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What Our Users Are Saying About Validea

Validea is an incredible valuable tool to have. I depend on it for much of my research to help weed out stocks for my portfolio designs. The filters used for stock selection are easy to use and comes with a detailed analysis as to the why each particular stock either passes or fails the test. The articles & blogs are a great wealth of knowledge too.

Eric J.
Financial Advisor
As a retail investor, I particularly value Validea’s top-notch research capability. With the deluge of investment commentary available via innumerable blogs, articles, FinTwits, white papers, podcasts, etc., the Validea team is one of my go-to sources to maintain some perspective on what's really happening.

Rolf D.
I am always checking my investment/trading ideas with Validea. I feel better knowing that any of the guru models they are following might also be on my side!

Urs K.

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Guru Analysis

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Model Portfolios

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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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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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