Top Performing Stock Models
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Partha Mohanram | 10 | Tax Efficient | 13.2% |
| Dashan Huang | 10 | Monthly | 18.0% |
| Motley Fool | 10 | Monthly | 10.6% |
| Pim van Vliet | 10 | Annual | 14.4% |
| Validea | 20 | Tax Efficient | 9.1% |
| Wesley Gray | 20 | Monthly | 7.9% |
| Martin Zweig | 20 | Tax Efficient | 8.4% |
| Peter Lynch | 20 | Monthly | 8.3% |
| Patrick O'Shaughnessy | 20 | Monthly | 12.7% |
| Kenneth Fisher | 10 | Monthly | 7.9% |
Top Performing ETF Models
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 10.3% | 7.2% |
| Factor Rotation - Momentum with Trend | 10.1% | 7.2% |
| Factor Rotation - Composite with Trend | 10.0% | 7.2% |
| Factor Rotation - Composite with Trend | 9.9% | 7.2% |
| Factor Rotation - Macro with Trend | 9.4% | 7.2% |
4/1/2020
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
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.4/6/2020
3/30/2020
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.
See How Your Favorite Stocks Score
22 different model portfolios based on our time tested factor-based strategies.
View Returns
Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.
See Portfolios
Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, John Neff and Martin Zweig. Combine multiple strategies together or add in fundamental filters to refine your result set.
Try It Out
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.
See How It Works