Top Performing Stock Models

Guru Based on Annual
Return
Partha Mohanram 13.2%
Dashan Huang 18.0%
Motley Fool 10.6%
Pim van Vliet 14.4%
Validea 9.1%
Wesley Gray 7.9%
Martin Zweig 8.4%
Peter Lynch 8.3%
Patrick O'Shaughnessy 12.7%
Kenneth Fisher 7.9%
All Stock Portfolios

Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 10.3%
Factor Rotation - Momentum with Trend 10.1%
Factor Rotation - Composite with Trend 10.0%
Factor Rotation - Composite with Trend 9.9%
Factor Rotation - Macro with Trend 9.4%
All ETF Portfolios

Our Latest Research

4/1/2020

The Limits to Lessons from Past Bear Markets

By Jack Forehand (@practicalquant)

Whenever we are confronted with a bear market, we all want to figure out how it will play out. We want to know how big the decline will be. We want to know when it will end. We want to know what stocks we should buy to limit losses during it and to outperform the market after it. To answer these questions, our minds tend to point us to the simplest solution we can find. That solution is often to find the bear market in history that was most comparable to this one, and to assume that what happened then will also happen now. But there is a major flaw in that argument: no two bear markets are alike.

3/25/2020

Three Things I Feel Strongly About – And Why I Might Be Wrong

By Jack Forehand (@practicalquant)

Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions that disagree with ours don’t have sensible arguments to support them. So we gravitate toward people who agree with ours. Whether it be in our personal relationships, or our virtual ones through things like social media, we all unconsciously want to seek out validation that proves that what we thought all along is correct. This practice can be very problematic in normal times. In times like this, where emotions are running high and many of us aren’t thinking as clearly as we normally would, it can be much worse than that.
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Our Podcast - Excess Returns

4/6/2020

Episode 18: Interview: Value Investing with Tobias Carlisle

In this week’s Excess Returns, we are trying something new. In addition to our regular episodes, we have decided to periodically talk to some of the people we respect most in the investment community to get their insights on the issues facing investors today. For our first conversation, we talk to our friend Tobias Carlisle about value investing. Toby is probably the smartest value investor we know. He is the author of four books on value, including the Acquirer’s Multiple. He is also the founder of Acquirer’s Funds. In the conversation, we talk about the things that led to his interest in value investing and try to put the current struggles of value into context. We hope you enjoy the conversation.

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

3/30/2020

Episode 17: The Importance of Challenging Your Own Beliefs

Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions that disagree with ours don’t have sensible arguments to support them. So we gravitate toward people who agree with ours. Whether it be in our personal relationships, or our virtual ones through things like social media, we all unconsciously want to seek out validation that proves that what we thought all along is correct. But during times like these that can be a major problem. In this episode, we discuss some of our current beliefs, and why they might be wrong.

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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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.

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