Ratings Changes

Ticker Guru Based On Old New  
RIO Benjamin Graham No Interest Some Interest
VSTO Benjamin Graham Some Interest No Interest
LRCX Dashan Huang Strong Interest No Interest
SCHN Dashan Huang Strong Interest Some Interest
SF Dashan Huang Strong Interest No Interest
UVSP Dashan Huang Some Interest No Interest
RDS.A Dashan Huang No Interest Strong Interest
EVR Dashan Huang Strong Interest No Interest
AOSL Dashan Huang Some Interest Strong Interest
ANET Dashan Huang No Interest Strong Interest
ETSY Dashan Huang No Interest Some Interest
TGNA Dashan Huang No Interest Strong Interest
GOOGL Dashan Huang Strong Interest Some Interest
INVA Dashan Huang No Interest Strong Interest
CNDT Dashan Huang Strong Interest Some Interest
VEON Dashan Huang No Interest Strong Interest
SHYF Dashan Huang Strong Interest Some Interest
OLN David Dreman No Interest Some Interest
ADS David Dreman Some Interest No Interest
FAF David Dreman No Interest Some Interest
ALLY David Dreman Strong Interest No Interest
VIAC David Dreman No Interest Some Interest
NUE James O'Shaughnessy Some Interest No Interest
ORI James O'Shaughnessy No Interest Some Interest
UHS James O'Shaughnessy Strong Interest Some Interest
OLN James O'Shaughnessy No Interest Some Interest
PLAB James O'Shaughnessy Some Interest Strong Interest
UEIC James O'Shaughnessy No Interest Some Interest
PFG James O'Shaughnessy No Interest Some Interest
HLX James O'Shaughnessy Some Interest No Interest
PAG James O'Shaughnessy Strong Interest Some Interest
VRA James O'Shaughnessy Strong Interest Some Interest
SC James O'Shaughnessy Some Interest Strong Interest
GRBK James O'Shaughnessy Some Interest No Interest
GOGL James O'Shaughnessy Some Interest Strong Interest
DOW James O'Shaughnessy Some Interest Strong Interest
GL James O'Shaughnessy No Interest Some Interest
MTH James P. O'Shaughnessy No Interest Strong Interest
ELP James P. O'Shaughnessy Strong Interest No Interest
SNA Joel Greenblatt No Interest Some Interest
IIIN Joel Greenblatt No Interest Some Interest
IPG Joel Greenblatt Some Interest Strong Interest
TPX Joel Greenblatt Some Interest No Interest
BOKF John Neff No Interest Some Interest
BANR John Neff Some Interest No Interest
WMK Joseph Piotroski Strong Interest No Interest
PRTS Kenneth Fisher Some Interest No Interest
IIIN Martin Zweig Some Interest No Interest
NVR Martin Zweig Some Interest No Interest
ODFL Martin Zweig Some Interest No Interest
WAL Martin Zweig Some Interest Strong Interest
BKU Martin Zweig No Interest Some Interest
OZK Martin Zweig Some Interest No Interest
IBM Meb Faber Some Interest Strong Interest
PBI Meb Faber Strong Interest Some Interest
SID Meb Faber No Interest Some Interest
ATKR Meb Faber Some Interest Strong Interest
RJF Motley Fool Some Interest No Interest
LQDT Motley Fool No Interest Some Interest
MCB Motley Fool No Interest Some Interest
SAM Partha Mohanram No Interest Some Interest
ERII Partha Mohanram Some Interest No Interest
HRI Partha Mohanram Some Interest No Interest
RUSHA Patrick O'Shaughnessy Some Interest No Interest
HPQ Patrick O'Shaughnessy Some Interest No Interest
SNBR Patrick O'Shaughnessy No Interest Some Interest
BJ Patrick O'Shaughnessy Some Interest No Interest
SPXC Peter Lynch Strong Interest Some Interest
MCB Peter Lynch No Interest Some Interest
AZO Pim van Vliet Some Interest Strong Interest
IBM Pim van Vliet No Interest Some Interest
HIG Pim van Vliet Strong Interest Some Interest
AVY Pim van Vliet Strong Interest Some Interest
FRT Pim van Vliet Some Interest No Interest
NVO Pim van Vliet No Interest Some Interest
BCE Pim van Vliet No Interest Some Interest
BK Pim van Vliet Strong Interest Some Interest
GM Pim van Vliet Some Interest No Interest
CCEP Pim van Vliet Some Interest Strong Interest
KLIC Tobias Carlisle Some Interest No Interest
NUE Tobias Carlisle Some Interest No Interest
AN Tobias Carlisle Strong Interest Some Interest
IRWD Tobias Carlisle No Interest Some Interest
VSTO Tobias Carlisle Strong Interest Some Interest
TSCO Warren Buffett Some Interest Strong Interest
ABT Wayne Thorp No Interest Some Interest
ARW Wayne Thorp Strong Interest No Interest
AVT Wayne Thorp Some Interest No Interest
EA Wayne Thorp Strong Interest Some Interest
OMC Wayne Thorp No Interest Some Interest
ORCL Wayne Thorp No Interest Strong Interest
EIX Wayne Thorp No Interest Some Interest
VLO Wayne Thorp Some Interest No Interest
FITB Wayne Thorp No Interest Some Interest
HWC Wayne Thorp No Interest Strong Interest
HR Wayne Thorp No Interest Strong Interest
LZB Wayne Thorp No Interest Some Interest
LANC Wayne Thorp Some Interest No Interest
LAD Wayne Thorp Strong Interest Some Interest
SWX Wayne Thorp No Interest Strong Interest
GS Wayne Thorp No Interest Some Interest
WCC Wayne Thorp No Interest Some Interest
BRC Wayne Thorp No Interest Strong Interest
NTES Wayne Thorp Some Interest No Interest
PIPR Wayne Thorp Strong Interest No Interest
IBKR Wayne Thorp Some Interest Strong Interest
CLW Wayne Thorp No Interest Some Interest
SIX Wayne Thorp No Interest Strong Interest
REGI Wayne Thorp No Interest Some Interest
OFG Wayne Thorp No Interest Some Interest
IRT Wayne Thorp No Interest Some Interest
ENBL Wayne Thorp No Interest Strong Interest
GLOB Wayne Thorp Strong Interest No Interest
BOOT Wayne Thorp No Interest Strong Interest
ASML Wayne Thorp No Interest Some Interest
TEAM Wayne Thorp Some Interest Strong Interest
HRI Wayne Thorp Strong Interest No Interest
FCFS Wayne Thorp No Interest Strong Interest
CADE Wayne Thorp No Interest Some Interest
BRY Wayne Thorp Some Interest Strong Interest
ETRN Wayne Thorp No Interest Some Interest
TRP Wayne Thorp No Interest Some Interest
OPCH Wayne Thorp No Interest Some Interest
AAN Wayne Thorp Some Interest No Interest
LRN Wayne Thorp No Interest Strong Interest
CGNT Wayne Thorp No Interest Strong Interest
PYCR Wayne Thorp No Interest Strong Interest
THC Wesley Gray No Interest Some Interest
BIO Benjamin Graham Some Interest No Interest
TEX Dashan Huang Strong Interest Some Interest
HZO Dashan Huang Strong Interest No Interest
DCP Dashan Huang Strong Interest Some Interest
HES Dashan Huang Strong Interest Some Interest
CODI Dashan Huang No Interest Some Interest
UDR Dashan Huang No Interest Strong Interest
AMRK Dashan Huang No Interest Some Interest
CEQP Dashan Huang Strong Interest Some Interest
CVNA Dashan Huang No Interest Strong Interest
AQUA Dashan Huang No Interest Some Interest
FHN David Dreman Strong Interest No Interest
THC David Dreman No Interest Some Interest
WES David Dreman Some Interest No Interest
APO David Dreman Some Interest No Interest
BWA James O'Shaughnessy No Interest Some Interest
BOKF James O'Shaughnessy Some Interest No Interest
MTB James O'Shaughnessy Some Interest No Interest
NSIT James O'Shaughnessy No Interest Some Interest
MAN James O'Shaughnessy No Interest Some Interest
OMI James O'Shaughnessy Strong Interest Some Interest
WOR James O'Shaughnessy Strong Interest No Interest
STRL James O'Shaughnessy Some Interest Strong Interest
THG James O'Shaughnessy Some Interest Strong Interest
BPOP James O'Shaughnessy Strong Interest Some Interest
PRDO James O'Shaughnessy Some Interest Strong Interest
HNGR James P. O'Shaughnessy Strong Interest No Interest
PGR James P. O'Shaughnessy No Interest Strong Interest
OMI Joel Greenblatt Some Interest No Interest
GPI Joel Greenblatt Strong Interest Some Interest
CNOB John Neff No Interest Some Interest
NWSA Kenneth Fisher Some Interest No Interest
MOMO Kenneth Fisher Some Interest No Interest
ABT Martin Zweig Some Interest No Interest
BMA Martin Zweig Some Interest Strong Interest
BPOP Martin Zweig Some Interest No Interest
STL Martin Zweig Some Interest No Interest
NCBS Martin Zweig Strong Interest No Interest
RHI Meb Faber No Interest Some Interest
SYY Meb Faber Some Interest Strong Interest
WOR Meb Faber Some Interest No Interest
LECO Meb Faber Some Interest No Interest
DKS Meb Faber Some Interest Strong Interest
CASH Meb Faber No Interest Some Interest
HBI Meb Faber Some Interest No Interest
CLW Meb Faber No Interest Some Interest
CEQP Meb Faber Some Interest No Interest
ASTS Meb Faber No Interest Some Interest
WDFC Partha Mohanram Some Interest No Interest
MKTX Partha Mohanram No Interest Some Interest
NOTV Partha Mohanram Some Interest No Interest
COF Patrick O'Shaughnessy Some Interest No Interest
CLW Patrick O'Shaughnessy Some Interest No Interest
ETD Peter Lynch Some Interest No Interest
LAD Peter Lynch Some Interest Strong Interest
HASI Peter Lynch Strong Interest Some Interest
TBK Peter Lynch Strong Interest Some Interest
TJX Pim van Vliet No Interest Some Interest
BHP Pim van Vliet Some Interest No Interest
DE Pim van Vliet Some Interest No Interest
BEN Pim van Vliet Strong Interest Some Interest
GILD Pim van Vliet No Interest Some Interest
JBHT Pim van Vliet No Interest Some Interest
NTTYY Pim van Vliet Some Interest Strong Interest
UBS Pim van Vliet Some Interest No Interest
BASFY Pim van Vliet Some Interest No Interest
KMX Pim van Vliet Some Interest Strong Interest
SCCO Pim van Vliet Some Interest No Interest
ANTM Pim van Vliet No Interest Some Interest
WBA Pim van Vliet Strong Interest Some Interest
PNR Pim van Vliet Strong Interest Some Interest
AEO Tobias Carlisle Some Interest Strong Interest
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.