Portfolios

Returns as of market close on 9/24/2021.

We've developed portfolios based on our interpretation of the investment strategies of history's most successful investors, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.
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Portfolio Return
Twin Momentum Investor 23.2%
Shareholder Yield Investor 23.3%
P/B Growth Investor 16.9%
Value Composite Investor 21.9%
Small-Cap Growth Investor 16.0%
Earnings Revision Investor 20.0%
Millennial Investor 18.6%
Momentum Investor 12.9%
Value Investor 12.8%
Growth Investor 12.7%
Private Equity Investor 17.7%
P/E/Growth Investor 12.1%
Quantitative Momentum Investor 11.6%
Low PE Investor 11.0%
Price/Sales Investor 11.0%
Growth/Value Investor 9.9%
Acquirer's Multiple Investor 14.5%
Patient Investor 9.1%
Multi-Factor Investor 13.4%
Earnings Yield Investor 6.9%
Book/Market Investor 6.7%
Contrarian Investor 5.5%

Consensus Portfolios

Portfolio Return
Validea Hot List 10.1%
Top Five Gurus 8.6%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer

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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.