Top Performing Stock Models

Guru Based on Annual
Return
Partha Mohanram 14.6%
Dashan Huang 20.0%
Motley Fool 11.9%
Wesley Gray 10.4%
James O'Shaughnessy 15.3%
Validea 10.2%
Martin Zweig 10.1%
Wayne Thorp 15.3%
Patrick O'Shaughnessy 14.6%
Kenneth Fisher 9.5%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Top Performing ETF Models

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 11.3%
Factor Rotation - Composite with Trend 10.8%
Factor Rotation - Macro with Trend 10.0%
Factor Rotation - Momentum 9.9%
Factor Rotation - Composite 9.1%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

Our Latest Articles

9/23/2020

The Realities of Growth Investing

By Jack Forehand (@practicalquant)

Growth stocks have been trouncing value stocks for a long time now. The length and magnitude of growth’s outperformance has led to significant debate among investors as to whether we are in a new world where growth will dominate long-term, or whether mean reversion will occur and value will reassert its long-term dominance. Although readers of my articles already know I tend to lead toward the second camp, I don’t want to use this article to revisit that debate. What I do want to do is talk about some of the most important things historical data shows and what I believe it takes to be a successful growth investor.

9/16/2020

The Dangers of the Obvious

By Jack Forehand (@practicalquant)

Let’s pretend we could turn back time to January 1st of this year. What if I gave you the following series of facts and asked you to predict the market’s return? A pandemic came out of nowhere and led to extended periods where most of the country was required to stay home. Economic activity fell dramatically and unemployment reached levels not seen since the Great Depression. Businesses that require consumers to leave their houses like restaurants, and airlines and cruise lines were decimated with many losing most of their revenue. If I gave you those facts in advance and asked you what you would have done with your portfolio for 2020, what would you have said?
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Our Podcast - Excess Returns

9/28/2020

Episode 43: The Past, Present and Future of Investing with John Rekenthaler

John Rekenthaler is Vice President of Research for Morningstar, the author of the Rekenthaler Report column, and a leading expert on the mutual fund industry. John has been with Morningstar almost since the beginning and has witnessed the evolution of the mutual fund and investing industries first hand. In this interview, we draw on John's extensive experience to cover a variety of topics related to the fund industry and investing in general.

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   Listen on Overcast

9/24/2020

Bonus Episode: Six Narratives Shaping the Stock Market in 2020

In this bonus episode, we we discuss a presentation Justin recently gave to Fidelity customers about some of the major narratives shaping the current market. The word "unprecedented" tends to be overused in investing, but 2020 has certainly seen many occurrences that many investors have never seen before, and may not again. We talk about some of these things and what they mean for investors going forward.

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   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.

Top Quant and ETF Strategies in a Historic Market

A look at some of our strategies and how they worked in the historic 2020 market

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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.

Find Your Edge With Validea's Quantitative Investing Tools

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

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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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Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.