Top Performing Stock Models
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Quarterly | 23.4% |
Partha Mohanram | 10 | Tax Efficient | 16.8% |
Dashan Huang | 10 | Monthly | 22.3% |
James O'Shaughnessy | 10 | Tax Efficient | 22.2% |
Patrick O'Shaughnessy | 10 | Monthly | 20.1% |
Motley Fool | 10 | Tax Efficient | 14.9% |
Wayne Thorp | 10 | Monthly | 18.5% |
Benjamin Graham | 10 | Annual | 12.8% |
Martin Zweig | 20 | Tax Efficient | 12.6% |
Validea | 10 | Monthly | 12.5% |
Top Performing ETF Models
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 14.2% | 9.9% |
Factor Rotation - Composite with Trend | 13.9% | 9.9% |
Factor Rotation - Momentum | 12.8% | 9.9% |
Factor Rotation - Composite | 12.1% | 9.9% |
Factor Rotation - Value with Trend | 11.7% | 9.9% |
3/31/2021
By Jack Forehand (@practicalquant)
Investors sometimes want to pigeonhole investing factors. We want to look at a factor and associate a certain type of company with it. Doing so makes us more comfortable with the factor and makes us believe we have a better feel for the types of stocks we will get if we invest using it.3/24/2021
By Justin Carbonneau (@jjcarbonneau)
No, this isn’t an article about pro wrestling, Ric Flair and his sidekicks. Rather, it’s an introductory piece on the different ratios used to assess whether or not a stock is trading at a value relative to its history, its peer group or the overall market. We often talk about valuation ratios in our articles and we assume that readers understand them, but sometimes that assumption isn’t a fair one.A detailed look at the site and how to use it.
A look at how our models performed in 2020 and a look forward to 2021.
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.
See How Your Favorite Stocks Score
22 different model portfolios based on our time tested factor-based strategies.
View Returns
Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.
See Portfolios
Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, John Neff and Martin Zweig. Combine multiple strategies together or add in fundamental filters to refine your result set.
Try It Out
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.
See How It Works