Top Performing Stock Models

Guru Based on Annual
Return
Dashan Huang 23.2%
Meb Faber 23.3%
Partha Mohanram 16.9%
James O'Shaughnessy 21.9%
Motley Fool 16.0%
Wayne Thorp 20.0%
Patrick O'Shaughnessy 18.6%
Validea 12.9%
Benjamin Graham 12.8%
Martin Zweig 12.7%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 14.3%
Factor Rotation - Composite with Trend 14.1%
Factor Rotation - Momentum 12.9%
Factor Rotation - Composite 12.3%
Factor Rotation - Macro with Trend 11.6%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

Our Latest Articles

9/15/2021

Eighteen Financial Terms That Define Our Time

By Justin Carbonneau (@jjcarbonneau)

Market events and periods of time bring about new terms, definitions and areas of focus and importance for investors. One generation of investors may grow up using one set of terms, but over time, these change and evolve, and this is more likely to happen during major market events and during periods where both fear and greed are accentuated.

9/8/2021

What is Quality?

By Jack Forehand, CFA, CFP® (@practicalquant)

There has always been an interesting dichotomy with the quality factor. On one hand, individual investors typically consider it the most sensible factor and it is the one they are most naturally drawn to. And that makes complete sense. When you suggest value to investors, they typically point out that most value stocks are not the greatest companies. When you suggest momentum, they wonder why they would buy a stock just because it has gone up. When you suggest low volatility, you get similar concerns about it not being tied to company fundamentals. But when you suggest investing in quality businesses, investors seem to be almost universally attracted to the idea.
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Our Podcast - Excess Returns

9/16/2021

Episode 113: Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant

Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew to over $5 billion in assets before selling it in 2016. We discuss Greg's current strategy, which seeks to bring a factor-based approach to investing in innovation. We also cover his extensive research on factor investing, including the future outlook for factor premiums, why dividend investing may be overrated and the importance of investor behavior.

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9/13/2021

Episode 112: The Elusive Definition of Quality

Buying stocks of high quality companies is something investors are almost universally attracted to. But the details of how to define quality, and the reasons why it works can be more complicated to understand. In this episode, we look at the different ways to define quality, the arguments for why it works, and how it can be incorporated into an investment strategy.

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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.