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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Get the Top Ten Rated Stocks Using Any of Our Factor-Based Stock Portfolios
Get StartedPortfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Value Composite Investor | 10 | Tax Efficient | 21.0% |
Shareholder Yield Investor | 10 | Annual | 20.6% |
Twin Momentum Investor | 10 | Monthly | 19.0% |
P/B Growth Investor | 10 | Tax Efficient | 13.9% |
Small-Cap Growth Investor | 10 | Tax Efficient | 12.5% |
Private Equity Investor | 20 | Monthly | 16.2% |
Millennial Investor | 10 | Monthly | 15.6% |
Value Investor | 10 | Annual | 11.4% |
P/E/Growth Investor | 20 | Monthly | 11.2% |
Price/Sales Investor | 10 | Monthly | 11.1% |
Earnings Revision Investor | 10 | Monthly | 15.1% |
Growth Investor | 20 | Quarterly | 11.0% |
Momentum Investor | 10 | Monthly | 10.7% |
Low PE Investor | 10 | Tax Efficient | 10.2% |
Acquirer's Multiple Investor | 10 | Tax Efficient | 13.5% |
Growth/Value Investor | 20 | Monthly | 9.2% |
Quantitative Momentum Investor | 20 | Monthly | 8.8% |
Patient Investor | 10 | Monthly | 8.0% |
Book/Market Investor | 20 | Annual | 6.8% |
Earnings Yield Investor | 10 | Quarterly | 6.9% |
Multi-Factor Investor | 10 | Quarterly | 11.4% |
Contrarian Investor | 10 | Monthly | 5.3% |
Portfolio | Number Of Stocks |
Rebalancing | Return |
---|---|---|---|
Top Five Gurus | 10 | Monthly | 9.9% |
Validea Hot List | 20 | Monthly | 9.7% |