Top Performing Stock Models
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Quarterly | 21.0% |
James O'Shaughnessy | 10 | Tax Efficient | 20.4% |
Dashan Huang | 10 | Monthly | 20.4% |
Partha Mohanram | 10 | Tax Efficient | 13.8% |
Motley Fool | 10 | Tax Efficient | 12.6% |
Validea | 20 | Monthly | 16.2% |
Benjamin Graham | 10 | Annual | 11.4% |
Martin Zweig | 20 | Quarterly | 11.2% |
Wayne Thorp | 10 | Quarterly | 15.7% |
Peter Lynch | 20 | Monthly | 10.9% |
Top Performing ETF Models
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 13.4% | 8.9% |
Factor Rotation - Composite with Trend | 12.8% | 8.9% |
Factor Rotation - Momentum | 11.8% | 8.9% |
Factor Rotation - Composite | 10.8% | 8.9% |
Factor Rotation - Value with Trend | 10.5% | 8.9% |
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.
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5/18/2022
By Jack Forehand, CFA, CFP® (@practicalquant)
I am a fundamental investor. I like to look at the value of a stock in the same way I would look at any business. Ultimately, that value should be a function of the future cash flows the business can generate discounted back to the present using an appropriate discount rate. Early in my career, I looked at everything that occurred in the stock market through that lens. If a stock went down, I assumed it must have been because those future cash flows were either going to be less than expected or were being discounted at a higher rate.5/4/2022
By Jack Forehand, CFA, CFP® (@practicalquant)
After a decade of massive outperformance, the tide has finally turned against growth investors this year. The combination of stretched valuations, less favorable fed policy and rapidly rising inflation has produced an environment that is much less friendly for growth stocks, and many of the most expensive names are now 50%-90% off their highs.