Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Partha Mohanram | 10 | Monthly | 16.3% |
Dashan Huang | 10 | Monthly | 20.2% |
Meb Faber | 10 | Annual | 20.2% |
Motley Fool | 10 | Tax Efficient | 14.4% |
James O'Shaughnessy | 10 | Tax Efficient | 17.8% |
Martin Zweig | 20 | Tax Efficient | 13.0% |
Wesley Gray | 10 | Monthly | 12.7% |
Peter Lynch | 20 | Monthly | 12.5% |
Kenneth Fisher | 10 | Monthly | 12.1% |
Validea | 10 | Monthly | 12.0% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 12.8% | 10.5% |
Factor Rotation - Composite with Trend | 12.7% | 10.5% |
Factor Rotation - Momentum | 11.9% | 10.5% |
Factor Rotation - Composite | 11.8% | 10.5% |
Factor Rotation - Macro with Trend | 10.6% | 10.5% |
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Sat, 07 Dec 2024 Validea’s Top 10 NASDAQ 100 Stocks – December 2024Despite the NASDAQ 100’s remarkable performance and dominance among major market indexes, questions have emerged about potential overvaluation, particularly given its concentration in growth companies. However, thorough quantitative analysis suggests there may still be fundamentally sound stocks within this tech-heavy index. Using a sophisticated screening system that incorporates 22 different investment strategies – modeled after legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research – Validea has identified several NASDAQ… View Full Post |
Wed, 04 Dec 2024 Validea’s Top Ten Warren Buffett Stocks – December 2024The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like Buffett’s own investment style. Key criteria include companies demonstrating: For December 2024, we’ve identified our top ten qualifying stocks. They are in the table below. Of note since last month is Lululemon and Williams Sonoma falling from 100% scores and Kinsale Capital and LPL Financial… View Full Post |
Tue, 03 Dec 2024 A Rare Stock That Meets the Tests of Buffett, Greenblatt and LynchIt is very rare feat, homebuilder NVR Inc. (NYSE: NVR) has achieved something unusual – simultaneously passing the strict criteria fundamental of three legendary investors: Warren Buffett, Joel Greenblatt, and Peter Lynch. This construction services company demonstrates impressive characteristics that align with multiple value investing philosophies. Warren Buffett’s Patient Investor Strategy (100% Score) The Buffett strategy, based on the principles outlined in “Buffettology,” emphasizes long-term value and durable competitive advantages. NVR excels across multiple Buffett… View Full Post |
Fri, 29 Nov 2024 Validea’s Top 10 Peter Lynch Stocks – November 2024Peter Lynch built his reputation managing Fidelity’s Magellan Fund, and Validea has developed a systematic approach based on his key principles. At its core, this strategy seeks companies offering growth at a reasonable price (GARP). The foundation of this approach is the Price-to-Earnings Growth (PEG) ratio – found by comparing a company’s P/E ratio to its earnings growth rate. When this number falls below 1.0, it suggests the stock could be undervalued given its growth… View Full Post |