Top Performing Stock Models
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Partha Mohanram | 10 | Tax Efficient | 14.6% |
| Dashan Huang | 10 | Monthly | 20.0% |
| Motley Fool | 10 | Tax Efficient | 11.9% |
| Wesley Gray | 20 | Monthly | 10.4% |
| James O'Shaughnessy | 10 | Tax Efficient | 15.3% |
| Validea | 20 | Tax Efficient | 10.2% |
| Martin Zweig | 20 | Tax Efficient | 10.1% |
| Wayne Thorp | 10 | Quarterly | 15.3% |
| Patrick O'Shaughnessy | 20 | Monthly | 14.6% |
| Kenneth Fisher | 10 | Monthly | 9.5% |
Top Performing ETF Models
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 11.3% | 8.5% |
| Factor Rotation - Composite with Trend | 10.8% | 8.5% |
| Factor Rotation - Macro with Trend | 10.0% | 8.5% |
| Factor Rotation - Momentum | 9.9% | 8.5% |
| Factor Rotation - Composite | 9.1% | 8.5% |
9/23/2020
By Jack Forehand (@practicalquant)
Growth stocks have been trouncing value stocks for a long time now. The length and magnitude of growth’s outperformance has led to significant debate among investors as to whether we are in a new world where growth will dominate long-term, or whether mean reversion will occur and value will reassert its long-term dominance. Although readers of my articles already know I tend to lead toward the second camp, I don’t want to use this article to revisit that debate. What I do want to do is talk about some of the most important things historical data shows and what I believe it takes to be a successful growth investor.9/16/2020
By Jack Forehand (@practicalquant)
Let’s pretend we could turn back time to January 1st of this year. What if I gave you the following series of facts and asked you to predict the market’s return? A pandemic came out of nowhere and led to extended periods where most of the country was required to stay home. Economic activity fell dramatically and unemployment reached levels not seen since the Great Depression. Businesses that require consumers to leave their houses like restaurants, and airlines and cruise lines were decimated with many losing most of their revenue. If I gave you those facts in advance and asked you what you would have done with your portfolio for 2020, what would you have said?9/24/2020
9/21/2020
A detailed look at the site and how to use it.
A look at some of our strategies and how they worked in the historic 2020 market
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