Top Performing Stock Models

Guru Based on Annual
Return
Dashan Huang 22.3%
Partha Mohanram 16.4%
James O'Shaughnessy 21.4%
Motley Fool 15.1%
Meb Faber 20.5%
Patrick O'Shaughnessy 18.9%
Wayne Thorp 18.2%
Wesley Gray 12.4%
Benjamin Graham 11.9%
Martin Zweig 11.9%
* 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 13.8%
Factor Rotation - Composite with Trend 13.4%
Factor Rotation - Momentum 12.4%
Factor Rotation - Composite 11.6%
Factor Rotation - Value with Trend 11.2%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
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Our Latest Articles

2/17/2021

What GameStop's Crazy Ride Can Teach Us About Investing

By Justin Carbonneau (@jjcarbonneau)

There's a saying from Winston Churchill, "Never let a good crisis go to waste", and while the news around the Reddit message board, r/wallstreetbets, and GameStop may not be a crisis per se, it certainly is something that has turned markets upside down, caused confusion among most main street investors, ravaged some multi-billion hedge funds, rewarded some nimble traders and hurt many others who got in too late.

2/10/2021

The Basics of Value Investing

By Jack Forehand (@practicalquant)

When you look at the long-term performance data of the major investing factors, value and momentum typically rise above the rest. A few weeks ago, we began our look at the basics of factor investing by taking a look at momentum. In this article, I will take a look at the principles of value investing.
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Our Podcast - Excess Returns

2/22/2021

Episode 72: GameStop: What Happened, How it Happened, and Lessons We Can Learn From It

The rapid rise and fall of GameStop earlier this year was unlike anything many of us have seen in our investing careers. The stock's price went from the single digits to upwards of $400 per share in a very short time, and then lost most its value in the weeks that followed. In this episode, we take a look behind the scenes at the factors that led to GameStop's massive gains, and how those same factors eventually led to the ensuing decline We also take a look at some lessons investors can learn from the GameStop saga.

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2/15/2021

Episode 71: The Elusive Definition of Risk – And Some Practical Ways to Measure It

Risk is one of the most difficult concepts in investing to define. Part of that is because we face many risks as investors that come from many different directions. But another part of it is that risk is ultimately different for every investor, which makes a universal definition impossible to find. In this episode, we look at some of the most important risks we face as investors, and why they are impossible to disentangle from our own behavior. We also look at some practical ways we use to measure risk to help optimize results for the focused factor-based strategies we follow.

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Videos

Webinar: An Overview of Validea

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2020 Portfolio Overview and What 2021 May Hold

A look at how our models performed in 2020 and a look forward to 2021.

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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.

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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.

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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!

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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. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

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.