Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Annual | 20.4% |
Partha Mohanram | 10 | Monthly | 15.0% |
Dashan Huang | 10 | Monthly | 18.2% |
James O'Shaughnessy | 10 | Tax Efficient | 18.1% |
Motley Fool | 10 | Tax Efficient | 12.7% |
Martin Zweig | 20 | Tax Efficient | 12.0% |
Wesley Gray | 10 | Monthly | 11.8% |
Peter Lynch | 20 | Monthly | 11.9% |
Kenneth Fisher | 10 | Monthly | 11.7% |
John Neff | 10 | Tax Efficient | 10.7% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 12.3% | 9.9% |
Factor Rotation - Composite with Trend | 12.0% | 9.9% |
Factor Rotation - Momentum | 11.4% | 9.9% |
Factor Rotation - Composite | 11.1% | 9.9% |
Factor Rotation - Value | 9.9% | 9.9% |
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