Validea's videos provide a detailed look at our investing system and the tools we offer on the site as well as the principles of factor investing.
Twin Momentum - Dashan Huang
This momentum model looks for a combination of fundamental momentum and price momentum.
P/B Growth - Partha Mohanram
This growth model looks for low book-to-market stocks that exhibit characteristics associated with sustained future growth.
Small-Cap Growth - Motley Fool
This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.
Patient Investor - Warren Buffett
This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.
Multi-Factor - Pim Van Vliet
This multi-factor model seeks low volatility stocks that also have strong momentum and high net payout yields.
P/E/Growth - Peter Lynch
This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
Value - Benjamin Graham
This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.
Book/Market - Joseph Piotroski
This value-quant strategy screens for high book-to-market stocks, and then separates out financially sound firms by looking at a host of improving financial criteria.
Growth - Martin Zweig
This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
Earnings Yield - Joel Greenblatt
This value model looks for companies with high return on capital and earnings yields.
Contrarian - David Dreman
This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
Low PE - John Neff
This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.
Price/Sales - Kenneth Fisher
This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins.
Growth/Value - James O'Shaughnessy
This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.
Value Composite - James O'Shaughnessy
This value strategy looks for inexpensive stocks using a composite of value factors.
Quantitative Momentum - Wesley Gray
This momentum model looks for stocks with strong and consistent intermediate-term relative performance.
Private Equity Investor
This leveraged small-cap value model seeks firms that have the characteristics of successful private equity investments.
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.