Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Dashan Huang | 10 | Monthly | 20.1% |
Partha Mohanram | 10 | Monthly | 15.5% |
Meb Faber | 10 | Annual | 19.3% |
Motley Fool | 10 | Tax Efficient | 13.6% |
James O'Shaughnessy | 10 | Tax Efficient | 16.7% |
Martin Zweig | 20 | Tax Efficient | 12.7% |
Peter Lynch | 20 | Monthly | 12.7% |
Wesley Gray | 10 | Monthly | 12.2% |
Validea | 10 | Monthly | 11.7% |
Kenneth Fisher | 10 | Monthly | 11.6% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 12.0% | 10.4% |
Factor Rotation - Composite with Trend | 11.8% | 10.4% |
Factor Rotation - Momentum | 11.3% | 10.4% |
Factor Rotation - Composite | 11.0% | 10.4% |
Factor Rotation - Value | 10.0% | 10.4% |
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Sun, 06 Jul 2025 Ten Top High Shareholder Yield Stocks – July 2025![]() Shareholder yield offers investors a complete picture of how companies create value for their shareholders relative to market capitalization through three key mechanisms. Companies can return cash directly via dividends paid from profits. They can buy back their own shares, which increases the value of remaining shares by reducing the total share count. Additionally, reducing debt strengthens the company’s financial position and enhances potential for improved future earnings. This holistic metric has gained significance as… View Full Post |
Thu, 03 Jul 2025 Ten Top Dividend Aristocrats![]() The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend growth demonstrates reliable earnings strength over decades. These firms have successfully navigated various economic conditions while continuing to boost their payouts, showcasing their capacity to produce dependable cash flows and allocate capital wisely. Although other stocks may offer… View Full Post |
Tue, 01 Jul 2025 Big Banks Are Returning Billions – But What Do the Fundamentals Say?![]() Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual exam with room to spare, prompting a wave of capital return announcements. The major banks all announced stock buybacks or dividend increases — actions that reinforce confidence in the balance sheets and positioning going forward. At Validea, we… View Full Post |