Top Performing Stock Models
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Dashan Huang | 10 | Monthly | 21.2% |
| Partha Mohanram | 10 | Tax Efficient | 15.1% |
| Motley Fool | 10 | Tax Efficient | 12.6% |
| James O'Shaughnessy | 10 | Tax Efficient | 16.7% |
| Wesley Gray | 20 | Monthly | 10.9% |
| Wayne Thorp | 10 | Quarterly | 16.5% |
| Martin Zweig | 20 | Tax Efficient | 10.6% |
| Validea | 20 | Tax Efficient | 10.6% |
| Patrick O'Shaughnessy | 20 | Monthly | 15.3% |
| Kenneth Fisher | 10 | Monthly | 10.0% |
Top Performing ETF Models
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 12.1% | 8.8% |
| Factor Rotation - Composite with Trend | 11.7% | 8.8% |
| Factor Rotation - Momentum | 10.7% | 8.8% |
| Factor Rotation - Macro with Trend | 10.5% | 8.8% |
| Factor Rotation - Composite | 9.9% | 8.8% |
10/7/2020
By Jack Forehand (@practicalquant)
There is little disagreement among market observers that passive investing is growing. There is also little dispute that the trend is likely to continue as a result of the rise of ETFs, investors’ focus on fees, the inconsistency of active manager outperformance, and numerous other factors. That is where the agreement ends, though. There are substantial disagreements as to if there has been an impact on the pricing of securities within the market, and if so, what that impact is.10/14/2020
By Jack Forehand (@practicalquant)
This concept of the relationship between expectations and reality is in my opinion one of the most important ones for every investor to understand. Every stock has a series of expectations embedded in its price. For growth stocks, those expectations are high ones. For value stocks, they are much lower. But either way, investors profit when they are able to identify a mismatch between expectations and reality.10/22/2020
10/19/2020
A detailed look at the site and how to use it.
A look at some of our strategies and how they worked in the historic 2020 market
Analysis of 6000+ stocks using the proven strategies of investment legends like Warren Buffett, Benjamin Graham and Peter Lynch. See the details behind "why" some stocks look good and others don't through the guru methodologies.
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22 different model portfolios based on our time tested factor-based strategies.
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Our trend following system covers over 45+ asset & investment classes and seeks to help limit losses during major market declines while maintaining a disciplined re-entry method when prices revert. Get alerted when the signals change between Buy and Sell.
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