Top Performing Stock Models

Guru Based on Annual
Return
Partha Mohanram 14.5%
Dashan Huang 19.4%
Motley Fool 11.7%
James O'Shaughnessy 14.7%
Validea 9.9%
Martin Zweig 9.6%
Wesley Gray 9.0%
Pim van Vliet 14.6%
Peter Lynch 9.1%
Wayne Thorp 14.3%
All Stock Portfolios

Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 11.0%
Factor Rotation - Momentum with Trend 10.8%
Factor Rotation - Composite with Trend 10.7%
Factor Rotation - Composite with Trend 10.6%
Factor Rotation - Macro with Trend 10.2%
All ETF Portfolios

Our Latest Articles

5/20/2020

The Case for Value Stocks

By Jack Forehand (@practicalquant)

One of the biggest lessons I have learned in my investing career is the importance of being able to argue the other side of something I strongly believe in. Confirmation bias is one of the biggest enemies of successful investing. It leads us to seek out information that agrees with our position. It causes us to follow people who tell us what we want to hear. It makes us avoid those who disagree with us or to dismiss their arguments quickly.

5/13/2020

The Misuse of Market Valuation

By Jack Forehand (@practicalquant)

There is perhaps no piece of information that is more misused in equity investing than the valuation of the market. Whether someone has an agenda to show that the market is expensive, or that it is cheap, it is usually very easy to find data or a chart to prove their point. Even for those who don’t have an agenda, it can be very easy to fall into the trap of misusing or misinterpreting valuation information, and reaching an incorrect conclusion as a result.
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Our Podcast - Excess Returns

5/25/2020

Episode 25: An In Depth Look at Momentum Investing

Momentum investing is difficult to understand for many investors. While a concept like value that involves trying to buy stocks at a discount to what they are worth resonates with many, the idea of betting that stocks that have already gone up will go up more can be much more difficult to understand. In this episode, we take an in depth look at momentum investing. We discuss why momentum works, the different types of momentum, and some of the drawbacks of a momentum based approach. We also talk about some additional variables that can potentially enhance a momentum approach like fundamental momentum and momentum consistency.

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   Listen on Overcast

5/18/2020

Episode 24: The Pros and Cons of Factor Timing

We are all trained to buy low and sell high, and it is tempting to conclude that we can do the same thing with factors. But the research suggests that factor timing strategies are extremely difficult to implement in practice. In this episode, we discuss the pros and cons of factor timing and look at some of the approaches that investors can use to time factors.

Watch on YouTube    Listen on iTunes    Listen on Spotify    Listen on Google Podcasts    Listen on Sticher
   Listen on Breaker    Listen on Overcast
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Videos

Webinar: An Overview of Validea

A detailed look at the site and how to use it.

Webinar: How to Use Validea in Rocky Markets

A look at some ways to use Validea during market downturns

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What Our Users Are Saying About Validea

Validea is an incredible valuable tool to have. I depend on it for much of my research to help weed out stocks for my portfolio designs. The filters used for stock selection are easy to use and comes with a detailed analysis as to the why each particular stock either passes or fails the test. The articles & blogs are a great wealth of knowledge too.

Eric J.
Financial Advisor
As a retail investor, I particularly value Validea’s top-notch research capability. With the deluge of investment commentary available via innumerable blogs, articles, FinTwits, white papers, podcasts, etc., the Validea team is one of my go-to sources to maintain some perspective on what's really happening.

Rolf D.
I am always checking my investment/trading ideas with Validea. I feel better knowing that any of the guru models they are following might also be on my side!

Urs K.

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Guru Analysis

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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Model Portfolios

22 different model portfolios based on our time tested factor-based strategies.

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ETF Portfolios

Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.

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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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