Ratings Changes

Ticker Guru Based On Old New  
CMC Benjamin Graham Strong Interest Some Interest
IMKTA Benjamin Graham Some Interest No Interest
USNA Benjamin Graham Some Interest No Interest
WB Benjamin Graham Some Interest No Interest
KFRC Dashan Huang No Interest Some Interest
IBN Dashan Huang Strong Interest No Interest
NVMI Dashan Huang No Interest Some Interest
LKQ Dashan Huang No Interest Some Interest
RF Dashan Huang Some Interest No Interest
LITE Dashan Huang No Interest Some Interest
NMM Dashan Huang No Interest Strong Interest
TV David Dreman No Interest Some Interest
NYCB David Dreman Strong Interest Some Interest
R David Dreman Some Interest No Interest
RIO David Dreman No Interest Some Interest
NLY David Dreman Some Interest No Interest
KB David Dreman Some Interest Strong Interest
GM David Dreman Some Interest No Interest
EQNR David Dreman No Interest Strong Interest
COF James O'Shaughnessy Strong Interest Some Interest
GT James O'Shaughnessy Some Interest Strong Interest
REPYY James O'Shaughnessy No Interest Strong Interest
NYCB James O'Shaughnessy Some Interest No Interest
R James O'Shaughnessy Strong Interest No Interest
BVN James O'Shaughnessy Some Interest No Interest
NLY James O'Shaughnessy No Interest Some Interest
JLL James O'Shaughnessy No Interest Some Interest
VRTS James O'Shaughnessy Some Interest No Interest
HAFC James O'Shaughnessy Some Interest No Interest
KNOP James O'Shaughnessy No Interest Some Interest
TMST James O'Shaughnessy Strong Interest Some Interest
EQNR James O'Shaughnessy No Interest Some Interest
WSO James P. O'Shaughnessy No Interest Strong Interest
FBC James P. O'Shaughnessy No Interest Strong Interest
GSK James P. O'Shaughnessy Strong Interest No Interest
USNA Joel Greenblatt Strong Interest No Interest
MTDR Joel Greenblatt No Interest Some Interest
TNET Joel Greenblatt Strong Interest Some Interest
ARCB Joel Greenblatt Some Interest No Interest
VNT Joel Greenblatt Strong Interest Some Interest
APA Joel Greenblatt No Interest Some Interest
TPB John Neff No Interest Some Interest
PFC John Neff Some Interest No Interest
TEVA Joseph Piotroski Some Interest No Interest
BASFY Joseph Piotroski No Interest Some Interest
TDOC Joseph Piotroski Some Interest No Interest
GRIN Joseph Piotroski Strong Interest No Interest
HLX Kenneth Fisher Some Interest No Interest
MNSO Kenneth Fisher No Interest Some Interest
AAN Kenneth Fisher Some Interest No Interest
DCGO Kenneth Fisher Some Interest No Interest
ODFL Martin Zweig Some Interest No Interest
UMBF Martin Zweig No Interest Some Interest
ABG Martin Zweig No Interest Some Interest
SAIA Martin Zweig Some Interest No Interest
MTDR Martin Zweig No Interest Some Interest
COF Meb Faber Some Interest No Interest
REPYY Meb Faber No Interest Some Interest
CTBI Meb Faber No Interest Strong Interest
GEF Meb Faber Some Interest No Interest
THRM Meb Faber Some Interest No Interest
ENR Meb Faber Some Interest No Interest
NKLA Meb Faber No Interest Some Interest
BOKF Motley Fool No Interest Some Interest
LQDT Motley Fool No Interest Some Interest
HCCI Motley Fool No Interest Some Interest
SYBT Motley Fool No Interest Some Interest
COOP Motley Fool No Interest Some Interest
SHEL Motley Fool Some Interest No Interest
HLIT Partha Mohanram No Interest Strong Interest
ROG Partha Mohanram No Interest Strong Interest
SEIC Partha Mohanram Some Interest No Interest
VMI Partha Mohanram No Interest Some Interest
HES Partha Mohanram No Interest Some Interest
ETSY Partha Mohanram No Interest Some Interest
CC Partha Mohanram No Interest Some Interest
GIB Partha Mohanram Some Interest No Interest
GSK Partha Mohanram Strong Interest No Interest
USNA Patrick O'Shaughnessy Some Interest Strong Interest
LYG Patrick O'Shaughnessy No Interest Some Interest
EQNR Patrick O'Shaughnessy Some Interest Strong Interest
NYCB Peter Lynch Some Interest No Interest
SHOO Peter Lynch No Interest Some Interest
UMBF Peter Lynch Some Interest Strong Interest
RUSHA Peter Lynch Strong Interest Some Interest
TBI Peter Lynch No Interest Strong Interest
CPF Peter Lynch Some Interest No Interest
EQNR Peter Lynch Strong Interest Some Interest
UI Peter Lynch Some Interest No Interest
CBD Peter Lynch Some Interest No Interest
GSK Peter Lynch No Interest Some Interest
AAPL Pim van Vliet Some Interest Strong Interest
XEL Pim van Vliet Some Interest No Interest
RHI Pim van Vliet Some Interest No Interest
BCS Pim van Vliet Some Interest No Interest
SEIC Pim van Vliet Some Interest No Interest
LKQ Pim van Vliet Some Interest Strong Interest
MUFG Pim van Vliet Strong Interest Some Interest
SMFG Pim van Vliet Strong Interest Some Interest
NGLOY Pim van Vliet Strong Interest Some Interest
LYB Pim van Vliet Strong Interest Some Interest
LW Pim van Vliet No Interest Some Interest
BKNG Pim van Vliet Some Interest No Interest
JEF Pim van Vliet No Interest Some Interest
BX Pim van Vliet Some Interest No Interest
GPI Tobias Carlisle Some Interest Strong Interest
SBH Tobias Carlisle Some Interest Strong Interest
SANM Tobias Carlisle Some Interest No Interest
TPB Tobias Carlisle No Interest Some Interest
UNH Warren Buffett Strong Interest Some Interest
MERC Wayne Thorp No Interest Some Interest
CATY Wayne Thorp Strong Interest No Interest
FELE Wayne Thorp No Interest Strong Interest
NBTB Wayne Thorp Strong Interest Some Interest
CLS Wayne Thorp No Interest Some Interest
FFIV Wayne Thorp No Interest Some Interest
PBR Wayne Thorp Strong Interest Some Interest
NTES Wayne Thorp No Interest Some Interest
MED Wayne Thorp Some Interest No Interest
CORT Wayne Thorp Strong Interest No Interest
AWI Wayne Thorp No Interest Strong Interest
ULTA Wayne Thorp Some Interest No Interest
CALX Wayne Thorp No Interest Strong Interest
NPTN Wayne Thorp No Interest Strong Interest
REXR Wayne Thorp No Interest Some Interest
SHLX Wayne Thorp No Interest Strong Interest
BSM Wayne Thorp Some Interest No Interest
AFYA Wayne Thorp No Interest Strong Interest
TNK Wayne Thorp No Interest Some Interest
GPRK Wayne Thorp Some Interest No Interest
MOMO Wayne Thorp No Interest Some Interest
PRPB Wayne Thorp Some Interest No Interest
AZO Wesley Gray Strong Interest Some Interest
MTB Wesley Gray Strong Interest Some Interest
LKFN Wesley Gray Strong Interest No Interest
WWE Wesley Gray Strong Interest Some Interest
BBW Wesley Gray No Interest Some Interest
FOLD Wesley Gray No Interest Some Interest
PPC Wesley Gray Some Interest No Interest
JKS Wesley Gray No Interest Some Interest
PBFX Wesley Gray No Interest Some Interest
SBOW Wesley Gray No Interest Some Interest
INSP Wesley Gray No Interest Strong Interest
ARCH Wesley Gray Strong Interest Some Interest
TVTX Wesley Gray Strong Interest Some Interest
AGTI Wesley Gray No Interest Strong Interest
AMGN Dashan Huang No Interest Some Interest
CINF Dashan Huang Strong Interest No Interest
KO Dashan Huang Some Interest Strong Interest
CRVL Dashan Huang No Interest Some Interest
BRO Dashan Huang Some Interest Strong Interest
PBR Dashan Huang Strong Interest Some Interest
FORM Dashan Huang Some Interest Strong Interest
LFC Dashan Huang No Interest Strong Interest
MPLX Dashan Huang Strong Interest Some Interest
GNK Dashan Huang Strong Interest Some Interest
SPNS Dashan Huang No Interest Some Interest
TRI Dashan Huang No Interest Strong Interest
CPE Dashan Huang Strong Interest No Interest
DEN Dashan Huang Strong Interest Some Interest
MLI David Dreman No Interest Strong Interest
UBS David Dreman No Interest Some Interest
HBI David Dreman No Interest Some Interest
BBY James O'Shaughnessy No Interest Some Interest
IP James O'Shaughnessy No Interest Some Interest
WFC James O'Shaughnessy Some Interest No Interest
WHR James O'Shaughnessy Some Interest No Interest
UNFI James O'Shaughnessy Strong Interest Some Interest
AXS James O'Shaughnessy Some Interest No Interest
CAL James O'Shaughnessy Some Interest Strong Interest
NGLOY James O'Shaughnessy Strong Interest No Interest
DFIN James O'Shaughnessy No Interest Some Interest
ITOS James O'Shaughnessy Strong Interest Some Interest
AAP James P. O'Shaughnessy Strong Interest No Interest
PFE Joel Greenblatt Some Interest No Interest
SCCO Joel Greenblatt Strong Interest Some Interest
HBI Joel Greenblatt No Interest Some Interest
HI Joel Greenblatt Some Interest No Interest
WSFS John Neff Some Interest No Interest
ARCC John Neff No Interest Some Interest
CR John Neff No Interest Some Interest
SXI Kenneth Fisher Some Interest No Interest
NVR Kenneth Fisher No Interest Some Interest
MX Kenneth Fisher No Interest Some Interest
CDLX Kenneth Fisher No Interest Some Interest
CRVL Martin Zweig Strong Interest Some Interest
WSO Martin Zweig Some Interest No Interest
QCRH Martin Zweig Strong Interest No Interest
PFE Meb Faber Some Interest No Interest
CAJ Meb Faber No Interest Some Interest
CVLG Meb Faber Some Interest No Interest
PETS Meb Faber Some Interest No Interest
UVE Meb Faber Some Interest No Interest
NGLOY Meb Faber Some Interest No Interest
LYB Meb Faber Strong Interest Some Interest
IMTX Meb Faber No Interest Some Interest
GLT Meb Faber Some Interest No Interest
ZEV Meb Faber Some Interest No Interest
RJF Motley Fool Some Interest No Interest
ASIX Motley Fool Some Interest No 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.