Top Performing Stock Models
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Quarterly | 24.0% |
Dashan Huang | 10 | Monthly | 23.3% |
James O'Shaughnessy | 10 | Tax Efficient | 22.8% |
Partha Mohanram | 10 | Tax Efficient | 16.8% |
Wayne Thorp | 10 | Monthly | 20.5% |
Motley Fool | 10 | Tax Efficient | 15.4% |
Patrick O'Shaughnessy | 10 | Monthly | 20.1% |
Benjamin Graham | 10 | Annual | 13.5% |
Validea | 20 | Monthly | 18.2% |
Validea | 10 | Monthly | 12.8% |
Top Performing ETF Models
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 14.5% | 10.0% |
Factor Rotation - Composite with Trend | 14.2% | 10.0% |
Factor Rotation - Momentum | 13.1% | 10.0% |
Factor Rotation - Composite | 12.4% | 10.0% |
Factor Rotation - Value with Trend | 11.8% | 10.0% |
5/26/2021
By Justin Carbonneau (@jjcarbonneau)
Exchange traded funds have many great qualities. They are mostly transparent, low cost, trade in real-time and can have significant tax advantages over other investment vehicles like mutual funds and managed accounts. But like anything else, the structure is not without its weaknesses, and somewhat ironically, the success of one firm demonstrates some of the challenges ETFs and investors may face.5/19/2021
By Jack Forehand, CFA, CFP® (@practicalquant)
"In the short run, the market is a voting machine but in the long run, it is a weighing machine." I am probably one of the biggest users there is of this Ben Graham quote. I use it in articles. I use it in podcasts. I also use it in presentations. Whenever someone like me uses this quote, we are basically trying to make the same point. That point is that the market can be irrational in the short-term and supply and demand can cause prices to stray far from intrinsic value, but eventually fundamentals matter and things like earnings and cash flows drive stock prices.