Top Performing Stock Models
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Partha Mohanram | 10 | Tax Efficient | 12.5% |
| Dashan Huang | 10 | Monthly | 17.0% |
| Motley Fool | 10 | Monthly | 10.1% |
| Pim van Vliet | 10 | Annual | 13.8% |
| Validea | 20 | Tax Efficient | 8.5% |
| Wesley Gray | 20 | Monthly | 7.1% |
| Patrick O'Shaughnessy | 20 | Monthly | 11.8% |
| Martin Zweig | 20 | Tax Efficient | 7.7% |
| Peter Lynch | 20 | Tax Efficient | 7.6% |
| Kenneth Fisher | 10 | Quarterly | 7.1% |
Top Performing ETF Models
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 10.5% | 6.5% |
| Factor Rotation - Momentum with Trend | 10.3% | 6.5% |
| Factor Rotation - Composite with Trend | 10.2% | 6.5% |
| Factor Rotation - Composite with Trend | 10.1% | 6.5% |
| Factor Rotation - Macro with Trend | 9.6% | 6.5% |
3/25/2020
By Jack Forehand (@practicalquant)
Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions that disagree with ours don’t have sensible arguments to support them. So we gravitate toward people who agree with ours. Whether it be in our personal relationships, or our virtual ones through things like social media, we all unconsciously want to seek out validation that proves that what we thought all along is correct. This practice can be very problematic in normal times. In times like this, where emotions are running high and many of us aren’t thinking as clearly as we normally would, it can be much worse than that.3/18/2020
By Justin Carbonneau (@jjcarbonneau)
While no one has the answers to how deep the current market downturn will be and how far stocks will fall, there have been other market crises in the past. And while each one has its own causes and amount of damage they inflict, investors like Warren Buffett, Peter Lynch and lessons from market history can help guide us and give us confidence that over time, over the long-term, we’ll recover.3/30/2020
3/23/2020
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