Factor-Based Stock Portfolios

Returns as of market close on 5/28/2024.

We've developed factor-based 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
Shareholder Yield Investor 21.4%
Value Composite Investor 19.7%
P/B Growth Investor 15.2%
Twin Momentum Investor 18.6%
Small-Cap Growth Investor 13.2%
Growth Investor 12.3%
Price/Sales Investor 12.2%
Quantitative Momentum Investor 11.9%
Private Equity Investor 15.8%
P/E/Growth Investor 11.7%
Millennial Investor 15.7%
Value Investor 11.5%
Momentum Investor 11.5%
Earnings Revision Investor 15.5%
Low PE Investor 10.3%
Growth/Value Investor 10.6%
Patient Investor 8.5%
Acquirer's Multiple Investor 12.4%
Book/Market Investor 7.2%
Multi-Factor Investor 11.7%
Earnings Yield Investor 6.4%
Contrarian Investor 5.5%

Consensus Portfolios

Portfolio Return
Validea Hot List 11.4%
Top Five Gurus 10.1%
* 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.

Validea.com is a research provider that is owned and operated by The Reese Group, LLC. Validea.com offers model portfolios, screening and stock analysis that is not customized to any individual. No information on Validea.com should be construed as investment advice. Validea Capital Management is a separate investment advisory firm registered with the state of Connecticut. Validea Capital offers investment management services directly to clients and is a separate entity from The Reese Group, LLC. The Reese Group and Validea Capital are affiliated entities and share partial common ownership.