Top Performing Stock Models

Guru Based on Annual
Partha Mohanram 14.8%
Dashan Huang 19.7%
Motley Fool 11.9%
James O'Shaughnessy 16.1%
Martin Zweig 10.1%
Validea 10.0%
Peter Lynch 9.6%
Patrick O'Shaughnessy 14.3%
Pim van Vliet 14.8%
Benjamin Graham 9.4%
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Top Performing ETF Models

Portfolio Annual
Factor Rotation - Momentum with Trend 11.2%
Factor Rotation - Momentum with Trend 11.0%
Factor Rotation - Composite with Trend 11.0%
Factor Rotation - Composite with Trend 10.9%
Factor Rotation - Macro with Trend 10.4%
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Our Latest Articles


The Balance Betweeen What is and What Should Be

By Jack Forehand (@practicalquant)

I like it when things work out the way they should. It’s great when good things happen to people who deserve it. It’s great when the outcome of any situation is the one supported by the facts. It’s also great when logic and reason win out in the end. When I came into the world of investing, I brought that mentality with me. Although I certainly recognized that reality can deviate from the way that I think things should be in the short-term, I brought in a belief that in the end, facts would ultimately drive outcomes.


What Tom Petty's Greatest Hits Can Teach You About Investing

By Justin Carbonneau (@jjcarbonneau)

Have you ever heard a song that jogs a strong memory, motivates you in a powerful way or makes you think about things you wouldn’t otherwise consider? This happened to me the other day while listening to some of the late Tom Petty’s biggest hits. I couldn’t help but notice how many of the lyrics related to the world of investing, which sent me on a fun and enlightening mission of combing through this rock icon’s classics and drawing parallels with different types of investors.
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Our Podcast - Excess Returns


Episode 26: Interview: Systematic Value Investing with Wes Gray

Wes Gray is the founder of Alpha Architect, the author of Quantitative Value and Quantitative Momentum, and an expert in systematic investing. In this interview, we discuss the recent struggles of value investing and how the current period fits into a long-term context. We also talk about the nuts and bolts of building a value strategy, including the pros and cons of value composites and the role of quality in a value portfolio. We hope you enjoy the discussion.

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Episode 25: An In Depth Look at Momentum Investing

Momentum investing is difficult to understand for many investors. While a concept like value that involves trying to buy stocks at a discount to what they are worth resonates with many, the idea of betting that stocks that have already gone up will go up more can be much more difficult to understand. In this episode, we take an in depth look at momentum investing. We discuss why momentum works, the different types of momentum, and some of the drawbacks of a momentum based approach. We also talk about some additional variables that can potentially enhance a momentum approach like fundamental momentum and momentum consistency.

Watch on YouTube    Listen on iTunes    Listen on Spotify    Listen on Google Podcasts    Listen on Sticher
   Listen on Breaker    Listen on Overcast
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Webinar: An Overview of Validea

A detailed look at the site and how to use it.

Webinar: How to Use Validea in Rocky Markets

A look at some ways to use Validea during market downturns

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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.

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.

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Model Portfolios

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ETF Portfolios

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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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