Top Performing Stock Models

Guru Based on Annual
Partha Mohanram 15.7%
Dashan Huang 20.7%
Motley Fool 12.8%
James O'Shaughnessy 17.7%
Validea 11.8%
Wayne Thorp 17.0%
Pim van Vliet 17.0%
Benjamin Graham 10.6%
Martin Zweig 10.5%
Peter Lynch 10.4%
All Stock Portfolios

Top Performing ETF Models

Portfolio Annual
Factor Rotation - Composite with Trend 13.1% 9.0%
Factor Rotation - Momentum with Trend 12.8% 9.0%
Factor Rotation - Macro with Trend 12.5% 9.0%
Factor Rotation - Macro with Trend 12.2% 9.0%
Factor Rotation - Composite with Trend 12.1% 9.0%
All ETF Portfolios

Our Latest Research


Some Thoughts on the Struggles of Factor Investing in the Past Decade

By Jack Forehand (@practicalquant)

The long-term evidence to support factor investing is compelling. Academic work has shown that factors like value and momentum have produced an excess return relative to the market over time. Whether the explanation of that excess return is risk or behavior–based, or a combination of both, is the subject of significant debate, but there is little doubt that there have been premiums associated with factors over the long-term. But what occurred in the most recent decade was in many ways the opposite of what has happened over the long-term.


The Importance of the Sector Story

By Jack Forehand (@practicalquant)

When we look at the past in investing, all of us have a tendency to want to find the simplest explanations for the things that occurred. But beneath the surface, there is often much more going on than meets the eye.
Read Our Blog

Our Podcast - Excess Returns


Episode 11: The Pitfalls of Back Testing

Back testing is one of the most misused tools in investment management. Almost every back test outperforms the market, but those same strategies often struggle when run with actual money. In this episode, we discuss the reasons why back tested results often don't translate into the real world and talk about some things to look out for when evaluating back tests.

Watch on YouTube    Listen on iTunes    Listen on Spotify    Listen on Google Podcasts    Listen on Breaker
   Listen on Overcast


Episode 10: Lessons From Our Most Read Five Questions Interviews

In this week's episode, we talk about the biggest lessons from the first year of our Five Questions interview series. Our Five Questions series features in depth interviews with leaders in the investing industry. We discuss the five most important lessons we learned from our interviews with Jim O'Shaughnessy, Corey Hoffstein, Michael Mauboussin, Ben Hunt and Wes Gray.

Watch on YouTube    Listen on iTunes    Listen on Spotify    Listen on Google Podcasts    Listen on Sticher
   Listen on Breaker    Listen on Overcast
All Episodes

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.

Find Your Edge With Validea's Quantitative Investing Tools

Guru Analysis

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

Model Portfolios

22 different model portfolios based on our time tested factor-based strategies.

View Returns

ETF Portfolios

Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.

See Portfolios

Stock Screener

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

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.

See How It Works

Start Your Free Trial