Find Your Edge With Validea's Quantitative Investing Tools
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.
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.
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.
Stocks are down. Bonds are down. Gold is down. There’s no sugarcoating it — 2022 hasn’t been kind to investors. The downturn in stocks and other assets reflect a number of concerning things. Inflation is the highest it’s been since the late 70s and early 80s, the Federal Reserve is raising interest rates and is on record saying it will do what it needs to in order to get inflation under control, even if it might mean driving the economy into a recession.
It looks like the 2022 bear market might be with us longer than many of us had hoped. A study of history would have told us in advance that the 2020 bear market was an anomaly based on how fast things turned around, but you still can’t blame us for hoping for a repeat. We just didn’t get it.
With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand.
In this episode of Show Us Your Portfolio, we speak with SpotGamma founder Brent Kochuba. We had Brent on the podcast previously in episode 151 where we discussed the impact of the options market and option dealer flows on stocks. In this episode, we talk about how Brent uses that expertise to construct his personal portfolio. We discuss his asset allocation, the volatility trigger he uses to manage equity market risk and some interesting things he invests in on the fixed income side. We also discuss charitable giving, obstacle course racing, Brent's biggest investment mistake and a lot more.
The 60-40 portfolio forms the core of many investors' long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations, below average bond yields, and potential higher inflation has led many investors to question whether its future will look as good as its past.
In this episode, we bring together some of the smartest investors we have had on the podcast to look at the future of the 60-40 portfolio and some potential alternative approaches to it.
Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach.
The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.
Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the
optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.
Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.