Highest Scoring Multi-Factor Stocks

Our combined factor score ranks all stocks using a combination of value, momentum, quality, and low volatility. The stocks with the highest scores and the greatest consistency across the factors will receive the best rankings.

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Stocks With Highest Combined Scores Using Value, Momentum, Quality, and Low Volatility

Ticker Price Market Cap
($mil)
ALL $94.09 $29,555
DG $189.48 $47,696
SFM $24.90 $2,933
VOD $16.06 $43,311
FCN $118.07 $4,380
PGR $79.23 $46,373
EBF $16.87 $440
CHKP $108.59 $15,224
INTC $59.13 $250,356
TSU $13.46 $6,573
REGN $622.45 $63,729
WERN $42.31 $2,924
DOX $60.02 $8,013
JBSS $84.43 $974
LM $49.71 $4,422
GNTX $25.98 $6,362
TKC $5.84 $5,236
BIIB $265.12 $43,264
CBZ $23.88 $1,302
NVO $66.36 $120,343
USNA $82.30 $1,729
WU $21.55 $8,855
GIB $63.69 $15,290
OMAB $37.84 $1,637
HELE $185.85 $4,706
JNJ $140.97 $371,399
CTXS $150.06 $18,525
CSWI $69.80 $1,027
MNST $69.26 $36,470
MBT $9.28 $9,381
AIZ $100.50 $5,995
CHE $467.36 $7,419
MCK $152.73 $24,760
AMX $13.05 $43,731
AZO $1,148.97 $26,839
ABBV $98.88 $174,260
RS $94.35 $6,005
HLI $56.58 $3,865
FAF $46.97 $5,233
DIOD $49.18 $2,532
DVA $81.05 $9,872
EW $69.19 $42,875
BMI $63.55 $1,850
CHL $34.91 $143,978
HUM $391.89 $51,810
GRMN $97.53 $18,630
MKTX $501.88 $19,026
NGHC $20.85 $2,372
ODFL $170.87 $20,154
RCII $26.68 $1,435
HCKT $13.38 $401
ATVI $77.51 $59,720
WAT $180.82 $11,194
UNF $175.37 $3,313
EXPO $82.29 $4,242
QLYS $104.71 $4,079
TROW $122.73 $27,927
TMO $365.89 $144,509
FFIV $138.52 $8,435
ADBE $442.95 $212,468
SNE $70.23 $88,014
ALXN $112.30 $24,799
GSK $41.22 $103,208
LPG $7.35 $374
ANTM $267.00 $67,315
JCOM $61.69 $2,943
DPZ $374.09 $14,634
LOGI $64.93 $11,276
IBKR $43.01 $17,867
BRO $40.85 $11,577
MMS $70.18 $4,303
MRK $78.78 $198,849
JAZZ $109.75 $6,074
TYL $355.22 $14,124
CACI $219.43 $5,505
CSL $116.28 $6,385
CSGS $41.17 $1,361
EXPD $77.15 $12,840
JKHY $184.51 $14,136
MSCI $342.13 $28,601
INGR $83.84 $5,615
ORAN $12.04 $32,394
MDT $93.16 $124,955
UNH $298.26 $282,864
UMC $2.74 $6,790
V $195.67 $416,585
NVR $3,170.00 $11,668
LKFN $44.56 $1,145
HPQ $17.07 $24,409
DECK $194.20 $5,438
CNXN $46.07 $1,203
DSGX $54.13 $4,563
RGLD $121.05 $7,939
SPSC $76.14 $2,659
ICE $92.26 $50,487
CENT $36.14 $1,874
SBH $13.08 $1,476
TGT $119.12 $59,562
HD $248.50 $267,267
INTU $305.30 $79,613
HIG $37.50 $13,428
TTGT $30.05 $827
ROCK $46.73 $1,514
SJM $105.02 $11,984
MRTN $24.98 $1,370
MSM $73.10 $4,061
FTNT $138.44 $22,379
CSCO $45.63 $192,663
CMI $173.45 $25,588
ELP $11.02 $2,988
MGRC $52.91 $1,278
MANT $68.99 $2,778
PHM $32.88 $8,817
PWR $38.87 $5,350
WSO $179.69 $6,885
NEM $60.96 $48,926
KMB $143.20 $48,766
LSTR $112.01 $4,298
BLK $551.77 $85,117
EA $133.84 $38,642
SNPS $197.58 $29,793
COST $305.74 $134,992
CRH $35.66 $27,984
AMSF $59.96 $1,157
ANSS $297.97 $25,505
AMGN $258.24 $151,909
SYBT $37.62 $853
MSGN $9.85 $559
VRSN $210.81 $24,357
IX $61.00 $15,896
WST $229.73 $16,909
SEIC $54.24 $8,024
VRTX $291.10 $75,475
FB $233.42 $665,038
JOUT $90.75 $915
NVS $87.57 $216,628
FELE $50.83 $2,347
NYT $41.81 $6,968
EBAY $54.36 $38,198
HUBG $48.07 $1,644
VEEV $242.04 $36,342
TSM $58.62 $283,681
TDY $298.45 $10,942
SSD $81.83 $3,557
RDY $52.88 $8,614
MSFT $206.26 $1,564,160
WAFD $25.89 $1,960
RSG $81.23 $25,856
MTH $73.48 $2,763
FN $62.78 $2,305
LULU $304.77 $39,683
DHR $179.68 $127,204
BHP $50.07 $117,128
BRC $45.69 $2,374
CDNS $97.82 $27,310
PFE $34.51 $191,697
ORCL $55.94 $171,662
AJG $97.34 $18,458
ISRG $580.48 $67,694
NDAQ $120.06 $19,730
GLDD $8.81 $571
EIG $29.40 $893
SMP $41.33 $922
SCL $96.74 $2,174
PRI $113.11 $4,539
ICLR $166.91 $8,764
KSU $147.18 $13,985
PJT $50.24 $1,833
POWI $117.68 $3,512
SBUX $73.78 $86,197
CNNE $40.50 $3,645
DGX $116.04 $15,518
DHI $54.07 $19,656
CW $87.92 $3,662
CBSH $58.09 $6,479
BCPC $94.16 $3,043
STE $154.01 $13,083
GCAP $6.03 $228
ADP $150.54 $64,698
ABT $92.23 $163,141
WDFC $197.01 $2,693
BBY $87.45 $22,589
LANC $157.55 $4,335
THG $98.71 $3,751
BAH $79.56 $10,988
RNR $171.98 $8,596
FF $11.49 $503
INFY $9.92 $42,510
EME $64.84 $3,556
GNRC $122.73 $7,693
SF $45.83 $3,139
WASH $31.66 $546
KNOP $13.65 $455
SWKS $128.42 $21,425
CPRT $83.86 $19,688
SLP $61.80 $1,098
RIO $56.29 $95,762
AKAM $113.12 $18,356
AOS $47.32 $7,625
LLY $163.87 $156,734
FNF $30.17 $9,027
EBSB $10.97 $575
NEOG $77.93 $4,123
ASML $373.22 $159,173
PYPL $177.21 $208,041
STC $31.26 $740
SYKE $26.78 $1,085
TSCO $132.45 $15,315
DAR $23.82 $3,855
DELL $53.75 $39,819
CSGP $718.11 $28,265
FFWM $15.86 $708
FIZZ $63.93 $2,981
PBH $36.17 $1,815
NATI $38.43 $5,019
HVT $15.22 $288
HMSY $32.94 $2,912
WABC $56.22 $1,515
BABA $223.60 $599,857
NBTB $29.24 $1,274
LXP $10.82 $2,989
CABO $1,773.26 $10,670
AY $29.74 $3,022
MS $47.79 $75,301
FAST $44.04 $25,227
BIO $458.36 $13,481
RHI $51.72 $5,927
POOL $270.22 $10,791
ICFI $65.08 $1,225
APD $247.42 $54,644
UTHR $120.33 $5,296
BAX $87.21 $44,376
PRGS $38.38 $1,719
WTS $80.58 $2,717
DEO $137.20 $79,908
CATY $25.06 $1,994
CHD $78.29 $19,251
SAIA $112.38 $2,930
LMT $362.00 $101,518
EPAM $250.16 $13,919
TTEK $80.03 $4,324
RMD $192.48 $27,846
MAS $50.14 $13,225
SFBS $33.69 $1,814
REGI $23.74 $927
CTSH $56.08 $30,316
BMY $59.14 $133,816
A $88.68 $27,382
ATHM $77.32 $9,207
SIGI $51.56 $3,079
SIRI $5.84 $25,574
ZUMZ $27.73 $705
DHT $5.10 $749
ETN $88.24 $35,296
GGG $48.51 $8,082
ZTS $137.66 $65,380
HII $173.11 $7,006
ACGL $28.09 $11,395
TSN $58.45 $21,295
TER $84.58 $14,021
ROL $43.06 $14,114
PKG $99.65 $9,451
VGR $9.67 $1,480
NUAN $25.74 $7,240
PG $120.88 $299,256
THFF $34.43 $472
COO $290.07 $15,470
SPGI $333.25 $80,280
PINC $33.35 $4,062
KGC $7.17 $9,038
WAL $35.33 $3,563
WBA $41.98 $36,826
HZNP $55.24 $10,539
TTWO $144.40 $16,453
PLXS $65.60 $1,915
ALSN $36.13 $4,089
MSA $112.37 $4,367
STX $47.34 $12,149
FRO $6.97 $1,392
LFC $10.91 $104,911
NFLX $476.89 $209,738
SLF $36.24 $21,186
ESE $82.48 $2,148
ROP $391.17 $40,837
SNA $135.99 $7,392
HSIC $59.07 $8,433
CAH $51.80 $15,125
HSII $21.09 $407
PLUS $69.12 $933
GABC $29.55 $783
GOLF $34.55 $2,566
HAE $92.56 $4,664
NICE $188.46 $11,774
AJRD $38.80 $3,047
TMP $61.95 $924
AX $21.15 $1,262
MHH $24.28 $272
HRC $111.57 $7,426
RF $10.60 $10,173
MDLZ $51.49 $73,500
MPWR $237.13 $10,609
KBAL $11.32 $417
GWW $317.51 $16,977
HCA $97.97 $33,077
ISBC $8.11 $2,029
UN $54.13 $144,056
SIVB $208.34 $10,732
CFFN $10.65 $1,507
TMUS $106.01 $147,666
FRC $104.62 $17,939
CHCO $62.30 $1,006
FSS $29.76 $1,793
GRC $30.58 $798
EHC $62.15 $6,178
AME $88.96 $20,410
RE $200.95 $8,035
CAG $35.41 $17,247
KAI $100.50 $1,153
SYK $183.94 $69,047
MLI $26.51 $1,505
CNI $88.52 $62,994
SJR $16.56 $8,540
WMK $49.01 $1,318
AAPL $364.11 $1,578,175
K $66.31 $22,722
WNS $55.69 $2,770
HUBB $123.87 $6,714
FHB $16.57 $2,151
RELX $23.37 $45,075
FWRD $49.00 $1,371
AMT $264.21 $117,126
HOLX $57.86 $14,940
HIW $37.85 $3,932
OSK $71.79 $4,887
NOC $309.97 $51,673
AMP $145.45 $17,794
AMED $204.14 $6,610
CIEN $53.26 $8,183
FBHS $62.69 $8,648
ECL $200.90 $58,106
BWXT $56.07 $5,339
MHO $32.10 $916
INDB $64.14 $2,112
KR $33.50 $26,061
OGS $77.35 $4,089
CDW $117.11 $16,667
UL $55.67 $144,056
STT $63.13 $22,219
RBC $86.15 $3,491
SCHW $33.39 $42,987
MET $35.65 $32,356
DLB $65.97 $6,640
PRFT $35.46 $1,173
SRCE $34.34 $877
HSY $129.86 $27,012
BSTC $62.42 $458
FFIN $28.29 $4,019
ANET $210.51 $15,937
KFRC $28.56 $626
TFSL $14.04 $3,933
PDM $16.59 $2,089
STN $30.78 $3,428
TFX $368.15 $17,092
NVMI $48.65 $1,366
TRU $87.30 $16,570
TRV $112.46 $28,434
T $30.08 $214,320
TX $15.26 $2,996
MWA $9.33 $1,472
RGP $11.90 $383
CRMT $86.76 $575
NHC $63.46 $975
MCD $183.52 $136,457
ABC $100.09 $20,359
ECOM $15.38 $436
INFO $75.85 $30,098
YUM $86.56 $26,053
GOLD $26.27 $46,748
BLD $111.74 $3,724
LAUR $10.15 $2,130
MFC $13.53 $26,326
MLM $213.49 $13,288
COLM $79.97 $5,288
PSA $199.36 $34,847
VMI $113.67 $2,428
PFSI $40.52 $3,210
SPWH $14.16 $615
AMTD $35.99 $19,468
CNS $67.58 $3,228
PSB $133.23 $3,661
ETFC $49.28 $10,895
CDK $41.76 $5,075
NOW $414.21 $78,991
CBU $55.20 $2,951
MEDP $93.57 $3,310
HRL $48.08 $25,913
IEX $157.89 $11,904
ASGN $64.69 $3,396
CM $67.09 $29,868
CRUS $60.65 $3,540
EOS $17.79 $872
AB $26.67 $2,608
COG $17.74 $7,071
ENTG $59.63 $8,027
CPSI $22.40 $325
KT $9.98 $5,237
FICO $418.77 $12,146
TTC $66.82 $7,161
TCBK $29.46 $876
RCI $40.58 $20,639
AVY $117.00 $9,751
BIG $40.37 $1,584
TXN $125.81 $115,465
PHG $47.78 $42,841
HSTM $21.97 $703
CCOI $81.30 $3,833
KNSL $153.75 $3,422
MSI $135.09 $22,974
ORLY $427.85 $31,757
SCVL $29.11 $410
MOH $182.05 $10,777
KB $28.77 $11,922
HMN $35.95 $1,484
NRG $32.79 $8,004
PEBO $20.22 $405
SBNY $104.51 $5,598
QGEN $42.51 $9,813
CSX $68.86 $52,710
CME $165.27 $59,263
ZNGA $9.53 $9,115
VOYA $45.76 $5,772
WLTW $196.60 $25,309
WM $104.97 $44,300
WMT $119.21 $337,597
SPXC $40.33 $1,797
GBCI $34.24 $3,267
NTRS $77.67 $16,159
KMPR $71.42 $4,660
TRST $6.04 $582
AEL $22.82 $2,089
UNP $169.08 $114,732
GIS $61.48 $37,265
IDXX $334.76 $28,432
ITGR $72.28 $2,373
BMCH $24.28 $1,626
DOV $97.42 $14,023
WIRE $47.59 $978
DUK $81.84 $60,140
STBA $22.22 $872
PM $70.46 $109,715
LOPE $90.80 $4,296
G $36.56 $6,962
AMZN $2,890.30 $1,441,612
PAM $10.39 $1,041
SBAC $300.58 $33,552
PRSC $79.42 $1,021
NSIT $47.45 $1,663
AMAT $61.00 $55,905
CPB $49.32 $14,903
EL $191.61 $68,979
ODP $21.89 $1,152
TPH $14.01 $1,825
ACN $215.72 $143,174
SEM $14.45 $1,936
PRK $68.01 $1,108
NSSC $22.71 $417
PNR $37.42 $6,201
EPC $30.92 $1,680
SPNS $27.55 $1,384
TM $126.39 $205,782
WD $49.08 $1,528
ZTO $37.53 $29,420
CTAS $270.65 $28,161
CBPO $104.19 $4,009
APT $17.19 $233
QRVO $110.30 $12,621
PRAH $95.05 $6,057
HON $145.02 $101,782
KHC $31.81 $38,867
MASI $231.72 $12,540
LECO $83.98 $4,987
CZZ $15.58 $3,456
HDS $33.97 $5,503
SBCF $19.60 $1,033
CTL $9.79 $10,745
ITT $57.67 $4,977
LSI $98.40 $4,616
TTEC $46.12 $2,149
AEM $62.83 $15,118
POR $42.71 $3,822
BCE $41.59 $37,544
SNN $39.42 $17,295
TXRH $50.25 $3,483
EGOV $23.10 $1,547
SAFT $74.93 $1,147
SMG $134.67 $7,474
LOW $135.71 $102,461
MGA $44.76 $13,422
ITW $174.60 $55,162
PCAR $75.68 $26,165
PEP $132.85 $184,329
PPG $109.07 $25,732
SCI $39.23 $6,989
KO $44.88 $192,755
NVDA $384.49 $236,461
IPG $17.06 $6,647
IDA $89.58 $4,520
HLF $46.72 $6,904
MA $302.42 $303,551
KN $15.23 $1,394
LNT $49.42 $12,330
ILMN $373.10 $54,846
NOMD $21.26 $4,181
NKE $98.43 $153,062
CCF $100.81 $953
BCC $36.90 $1,446
CVBF $17.96 $2,434
ECPG $33.82 $1,056
WIT $3.36 $16,906
UHS $93.61 $7,948
SON $52.83 $5,300
SSNC $56.61 $14,506
WING $141.54 $4,187
ATKR $26.13 $1,233
INSW $15.73 $454
NSC $174.51 $44,706
MDC $34.61 $2,182
LRCX $323.70 $46,989
ECHO $21.75 $579
PLD $95.55 $70,572
PAYC $321.50 $18,829
OMC $54.61 $11,702
TOT $38.97 $102,512
GEF $34.87 $1,834
AEE $73.23 $18,080
AYI $89.48 $3,547
ALG $101.82 $1,208
AFG $59.60 $5,355
APH $95.87 $28,367
LUV $34.12 $20,110
VMC $120.82 $16,001
ABMD $263.84 $11,884
AFL $35.26 $25,299
VZ $54.79 $226,721
BWA $35.19 $7,295
FR $40.03 $5,092
MUSA $111.80 $3,262
DOOR $77.54 $1,896
NWLI $194.26 $706
SEDG $143.11 $7,103
GMED $49.16 $4,786
BR $128.22 $14,722
EVR $57.29 $2,685
CMG $1,056.45 $29,465
NRK $12.91 $1,126
CAC $33.97 $508
MANH $92.84 $5,895
BMO $52.90 $34,007
UBS $11.65 $45,283
AVAV $77.71 $1,870
FBMS $21.54 $461
IBOC $30.15 $1,908
SKX $30.24 $4,770
HMC $25.83 $46,348
CMC $19.83 $2,361
MTB $100.59 $12,903
PNC $102.15 $43,338
XEL $64.10 $33,663
MXIM $60.40 $16,104
H $51.59 $5,214
UIS $10.60 $667
UCBI $18.71 $1,465
CBRE $45.51 $15,253
WEC $90.17 $28,443
MEI $29.41 $1,093
LPLA $77.12 $6,082
TU $16.70 $21,128
ARCB $25.66 $648
ESNT $34.52 $3,819
OLLI $93.30 $6,135
FLT $254.84 $21,356
FBC $28.07 $1,592
AUDC $30.93 $1,007
BAP $132.13 $12,471
PETS $35.64 $719
MCO $278.01 $52,127
GS $197.40 $67,883
SNY $51.62 $129,950
LRN $31.33 $1,284
ALLE $102.39 $9,442
PCTY $152.99 $8,213
FRME $26.01 $1,408
ASB $13.30 $2,044
CSV $17.66 $316
BLL $71.81 $23,410
ZBH $120.61 $24,942
ALGN $279.93 $22,048
MTD $814.70 $19,477
EWBC $34.79 $4,922
SLGN $32.83 $3,640
USM $30.81 $2,630
FMC $101.14 $13,092
DRE $36.26 $13,358
MAN $67.93 $3,943
MDU $22.26 $4,464
NYCB $9.79 $4,542
TRMB $42.52 $10,620
UMBF $48.21 $2,321
GDDY $71.30 $11,875
CHTR $517.69 $106,881
AWK $131.06 $23,725
PAYX $76.59 $27,474
BANF $38.36 $1,252
TREX $126.88 $7,340
NTCT $25.70 $1,856
LII $233.17 $8,918
RBA $40.46 $4,385
SBSI $26.48 $874
FIX $40.01 $1,461
NBIX $125.37 $11,642
HEI $99.88 $11,918
GRBK $11.54 $584
PB $57.35 $5,314
PSO $7.23 $5,395
RMR $28.41 $890
AMCX $23.16 $1,205
BK $37.94 $33,594
CERN $69.91 $21,277
EGBN $30.49 $983
ENIC $4.05 $5,683
CPRX $4.81 $497
CRI $80.87 $3,526
CCI $170.72 $71,148
PRGO $55.19 $7,523
AGR $43.11 $13,321
CPF $15.04 $423
APEI $29.22 $432
GFI $9.27 $8,410
ROST $88.58 $31,528
LSCC $28.91 $3,892
MTZ $43.62 $3,217
BP $23.41 $79,172
CE $88.47 $10,460
BTI $39.47 $89,461
ESS $237.05 $15,507
TJX $51.75 $61,990
RJF $67.53 $9,254
JPM $92.66 $282,337
BAC $23.29 $202,055
SMCI $27.48 $1,427
CETV $3.74 $951
DCI $46.23 $5,831
DFP $24.84 $476
GLOB $154.04 $6,094
NBHC $25.83 $789
DLTR $93.61 $22,207
QCOM $91.87 $103,347
EXR $97.25 $12,554
ASA $17.42 $336
LDOS $93.64 $13,301
MMM $157.04 $90,329
VST $19.04 $9,303
PFG $40.79 $11,171
TECH $269.18 $10,289
AGM $61.88 $662
SIMO $48.24 $1,695
GILD $76.35 $95,771
OMCL $66.91 $2,852
MED $149.44 $1,761
SLM $6.99 $2,622
AWR $79.59 $2,936
RGR $78.62 $1,375
VLY $7.34 $2,964
KLAC $196.51 $30,469
BERY $45.03 $5,966
SSRM $20.59 $2,538
SPTN $20.90 $746
STLD $25.97 $5,462
TRNO $54.18 $3,668
ZBRA $255.04 $13,540
XLNX $95.29 $23,174
VRSK $173.11 $28,089
LEA $107.88 $6,464
DNKN $65.50 $5,378
EQC $32.68 $3,971
CI $190.49 $70,287
CVS $64.70 $84,569
CUBE $28.58 $5,533
EXEL $23.48 $7,200
AMN $43.56 $2,046
RDWR $23.59 $1,093
HBNC $9.89 $433
JD $61.39 $189,472
MSTR $117.35 $1,146
OSIS $73.86 $1,330
TRMK $23.39 $1,483
SFNC $16.15 $1,760
HTLF $31.66 $1,165
STMP $195.89 $3,347
SHG $25.23 $11,880
LKQ $25.90 $7,873
NWSA $12.03 $7,093
PFBC $40.44 $603
JRVR $44.63 $1,362
IART $48.72 $4,134
LZB $27.03 $1,240
EXLS $62.49 $2,144
DEI $31.28 $5,486
SCCO $38.91 $30,080
VAR $122.39 $11,115
ANAT $68.97 $1,854
ZION $32.41 $5,311
SAM $559.20 $6,810
ELS $64.29 $11,710
UTI $7.52 $245
INS $34.13 $305
URI $147.91 $10,657
AMKR $12.27 $2,959
CL $73.28 $62,766
RXN $28.92 $3,474
QDEL $227.04 $9,535
EXC $37.48 $36,521
PRIM $17.53 $846
LW $63.46 $9,268
BNS $41.56 $50,501
SINA $36.67 $2,398
NUVA $57.08 $2,925
NEA $13.97 $3,892
B $39.26 $1,980
IPAR $47.93 $1,511
ATSG $22.67 $1,351
CASS $38.12 $550
BBAR $3.63 $1,193
EPAY $50.08 $2,200
FBM $14.87 $642
FDS $335.90 $12,721
KEYS $100.73 $18,840
BURL $192.32 $12,664
FIBK $29.94 $1,933
COR $124.38 $4,714
KRNY $8.01 $670
FULT $9.99 $1,616
WSM $83.20 $6,470
EE $67.37 $2,748
AVA $36.65 $2,466
TARO $67.45 $2,581
BBL $41.30 $117,128
FLO $22.20 $4,697
BOH $59.71 $2,389
AAON $53.73 $2,796

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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.