Top Performing Stock Models
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
James O'Shaughnessy | 10 | Tax Efficient | 20.7% |
Meb Faber | 10 | Annual | 21.1% |
Dashan Huang | 10 | Monthly | 20.0% |
Partha Mohanram | 10 | Tax Efficient | 14.1% |
Motley Fool | 10 | Tax Efficient | 13.5% |
Validea | 20 | Monthly | 17.3% |
Martin Zweig | 20 | Quarterly | 11.9% |
Benjamin Graham | 10 | Annual | 11.7% |
Validea | 10 | Monthly | 11.6% |
Peter Lynch | 20 | Monthly | 11.3% |
Top Performing ETF Models
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 13.8% | 9.5% |
Factor Rotation - Composite with Trend | 13.2% | 9.5% |
Factor Rotation - Momentum | 12.1% | 9.5% |
Factor Rotation - Composite | 11.3% | 9.5% |
Factor Rotation - Value with Trend | 10.9% | 9.5% |
7/27/2022
By Justin Carbonneau® (@jjcarbonneau)
NASA recently released images from the James Webb Telescope, the most powerful telescope ever. With gold plated mirrors and at about half the size of a 757 aircraft, the telescope is now providing researchers with some of the deepest, most detailed images of the universe ever observed.7/13/2022
By Jack Forehand, CFA, CFP® (@practicalquant)
Active investment managers have a pretty dismal long-term record. Depending on which study you look at somewhere between 80% and 90% of managers underperform their benchmarks over the long-term net of fees. But what if I told you there was a way to turn those results upside down? What if there was a world where managers beat their benchmark 90% of the time? What if there was a world where managers knew how to position their portfolio in advance for any market environment and were able to adjust to anything the market throws at them?