Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Annual | 21.2% |
Partha Mohanram | 10 | Monthly | 15.3% |
James O'Shaughnessy | 10 | Tax Efficient | 18.6% |
Dashan Huang | 10 | Monthly | 18.5% |
Motley Fool | 10 | Tax Efficient | 12.9% |
Kenneth Fisher | 10 | Monthly | 12.3% |
Martin Zweig | 20 | Tax Efficient | 12.3% |
Wesley Gray | 10 | Monthly | 11.8% |
Peter Lynch | 20 | Monthly | 11.8% |
Patrick O'Shaughnessy | 10 | Quarterly | 16.1% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 12.4% | 10.1% |
Factor Rotation - Composite with Trend | 12.3% | 10.1% |
Factor Rotation - Momentum | 11.5% | 10.1% |
Factor Rotation - Composite | 11.3% | 10.1% |
Factor Rotation - Macro with Trend | 10.2% | 10.1% |
Sun, 14 Jul 2024 The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?![]() The “Magnificent 7” stocks – Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla – have been the undisputed leaders of the stock market in recent years. In 2024, these seven mega-cap tech giants have accounted for the vast majority of the S&P 500’s gains, dramatically outperforming the broader market. While their market-beating performance is clear, how do these stocks stack up on a fundamental basis? Using Validea’s guru-inspired stock analysis models, we can peek… View Full Post |
Thu, 11 Jul 2024 Validea’s Top 10 Warren Buffett Stocks – July 2024![]() Validea’s Warren Buffett model using published writings about Buffett to identify stocks that might meet his fundamental tests. The strategy aims to identify high-quality companies with predictable earnings that are trading at attractive prices. The strategy has two main stages: Stage 1: Identifying “Buffett-type” companies Stage 2: Determining if the price is attractive The model aims to replicate Buffett’s patient, value-oriented approach of buying great businesses at good prices and holding for the long-term. It… View Full Post |
Wed, 10 Jul 2024 Validea Trend Following: July 2024 Update![]() Below is our trend following update for July of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset classes, sectors and investment styles. With the continued bull market, most equity indexes and asset classes remain in uptrends, with the one exception being Bank Loans. All sectors are also currently in uptrends according to our system. Across the value and growth spectrum, all investment… View Full Post |
Wed, 10 Jul 2024 Understanding Shareholder Yield: Beyond Dividend Yield![]() When evaluating potential investments, many investors focus on dividend yield as a key metric. However, shareholder yield offers a more comprehensive picture of how companies return value to shareholders. Let’s explore this concept and examine five stocks that currently score highly according to Validea’s models. What is Shareholder Yield? Shareholder yield encompasses three ways companies can return capital to shareholders: By considering all three factors, shareholder yield provides a fuller view of a company’s commitment… View Full Post |