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Factor-Based Stock and ETF Portfolios | Investment Research | ValideaFactor-Based Portfolios and Investment Research Utilizing Proven Long-Term Strategies.Factor-Based Stock and ETF Portfolios | Investment Research | Validea World Research Sites US Canada India Money Management Validea Capital Free Assessment Gurus All Gurus Warren Buffett Benjamin Graham Peter Lynch Kenneth Fisher James O'Shaughnessy Martin Zweig Joel Greenblatt John Neff David Dreman Motley Fool Joseph Piotroski Validea Pro Partha Mohanram Pim van Vliet Wesley Gray Tobias Carlisle James O'Shaughnessy Wayne Thorp Patrick O'Shaughnessy Dashan Huang Meb Faber Stock PortfoliosPortfolios All Stock Portfolios Small-Cap Growth - Motley Fool Value - Benjamin Graham Growth - Martin Zweig P/E/Growth - Peter Lynch Price/Sales - Kenneth Fisher Low P/E - John Neff Growth/Value - James O'Shaughnessy Patient - Warren Buffett Book/Market - Joseph Piotroski Contrarian - David Dreman Earnings Yield - Joel Greenblatt Momentum Top Five Gurus Validea Hot List Validea Pro P/B Growth - Partha Mohanram Twin Momentum - Dashan Huang Value Composite - James O'Shaughnessy Multi-Factor - Pim van Vliet Millennial - Patrick O'Shaughnessy Earnings Revision - Wayne Thorp Quantitative Momentum - Wesley Gray Shareholder Yield - Meb Faber Acquirer's Multiple - Tobias Carlisle Private Equity Industry and Country Portfolios ETF PortfoliosETFs All ETF Portfolios Risk Managed ETF Portfolios Sector Rotation ETF Portfolios Factor Rotation ETF Portfolios Generalized Protective Momentum Protective Asset Allocation Robust Asset Allocation Permanent Portfolio Modified Permanent Portfolio All Weather Portfolio Modified All Weather Portfolio Validea Pro Factor Rotation - Value Factor Rotation - Momentum Factor Rotation - Macro Factor Rotation - Composite Sector Rotation - Value Sector Rotation - Momentum Sector Rotation - Macro Sector Rotation - Composite Research Stock Research Factor Report Guru Analysis Guru Stock Screener ETF Research ETF Factor Report ETF Factor Screener Other Tools Email Alerts Trend Following Market Valuation Guru Rating Changes Strategy/ETF Matching Tool Portfolio Correlation Tool Popular Stock Screens Top Warren Buffett Stocks Top Benjamin Graham Stocks Top Peter Lynch Stocks Top Joel Greenblatt Magic Formula Stocks Cheapest Value Stocks Popular ETF Screens Cheapest Value ETFs Highest Momentum ETFs Highest Quality ETFs Low Volatility ETFs Multi-Factor ETFs Blog About The Validea Story In The Media Webinars Instructional Videos YouTube Channel Contact Us About The Validea Story In The Media Webinars Instructional Videos YouTube Channel Contact Us login sign up Institutional Quality Stock and ETF Models For All Investors Easy to Follow Models Based on the Strategies of History's Best Investors and Academic Research Start Your Free Trial Factor-Based Stock Portfolios Guru Based on Strategy Name NumberOf Stocks Rebalancing AnnualReturn S&P 500 +/- S&P 500 Dashan Huang Twin Momentum Investor 10 Monthly 19.4% 12.2% 7.2% Partha Mohanram P/B Growth Investor 10 Monthly 14.7% 8.0% 6.7% Meb Faber Shareholder Yield Investor 10 Annual 18.5% 12.6% 5.9% Motley Fool Small-Cap Growth Investor 10 Tax Efficient 13.5% 8.3% 5.2% James O'Shaughnessy Value Composite Investor 10 Tax Efficient 16.7% 12.2% 4.5% Peter Lynch P/E/Growth Investor 20 Monthly 12.2% 8.3% 3.9% Martin Zweig Growth Investor 20 Tax Efficient 12.2% 8.3% 3.9% Wesley Gray Quantitative Momentum Investor 10 Monthly 11.7% 8.2% 3.6% Validea Momentum Investor 10 Monthly 11.3% 8.3% 3.0% Kenneth Fisher Price/Sales Investor 10 Monthly 11.0% 8.3% 2.6% * Returns are model returns and do not reflect actual trading. Full performance disclaimer All Stock Portfolios Factor-Based ETF Portfolios Portfolio AnnualReturn Benchmark +/- Benchmark Beta StandardDeviation Maximum Drawdown Sharpe Ratio Factor Rotation - Momentum with Trend 12.0% 9.9% 2.1% 0.60 18.5% 34.7% 0.58 Factor Rotation - Composite with Trend 11.8% 9.9% 1.9% 0.60 18.7% 40.7% 0.56 Factor Rotation - Momentum 11.1% 9.9% 1.2% 0.95 22.0% 57.3% 0.45 Factor Rotation - Composite 10.8% 9.9% 0.9% 0.98 22.8% 64.0% 0.42 Factor Rotation - Macro with Trend 9.7% 9.9% -0.2% 0.59 18.0% 38.9% 0.47 * Returns are model returns and do not reflect actual trading. Full performance disclaimer All ETF Portfolios Join Thousands of Investors Who Benefit From Validea's Proven Investment Reseaarch Guru Analysis Analysis of any stock using the proven fundamental models of Buffett, Lynch and other greats..See How Your Favorite Stocks Score Stock Portfolios Twenty two time-tested portfolios based on proven fundamental strategies and academic research.View Returns Risk-Managed ETF Portfolios Simple ETF-based portfolios that manage risk and drawdowns.See Portfolios Stock Screener Screen for stocks that pass the strategies of investment legends. Couple their criteria with your own. Try It Out Trend Following Simple trend-based system covering all the major asset classes. See Current Trend Signals Get Started Now Learn More About Validea's Investment Research Webinar: An Overview of Validea A detailed look at the site and how to use it. Webinar: Using Validea to Generate Investment Ideas A look at our model portfolios, guru stock screener and idea generation tools. All Videos Sign Up For Our Free Weekly Email Newsletter Sign Up Popular Stock Screens High Shareholder Yield Stocks Dividend Aristocrats 2025 High Piotroski F Score Stocks High Mohanram G Score Stocks High Insider Ownership Stocks Top S&P 500 Stocks Top NASDAQ 100 Stocks Top Dow Jones Industrial Stocks Top Russell 2000 Stocks Top Technology Stocks Top Financial Stocks Top Healthcare Stocks Top Energy Stocks Recession Proof Stocks Top AI Stocks High Free Cash Flow Yield Stocks High Fundamental Momentum Stocks Twin Momentum Stocks Technology Dividend Aristocrats Popular Stock Screens Top Warren Buffett Stocks Top Benjamin Graham Stocks Top Peter Lynch Stocks Top Joel Greenblatt Magic Formula Stocks Highest Multi-Factor Scoring Stocks Cheapest Value Stocks Cheapest Small-Cap Value Stocks High Momentum Stocks Highest Quality Stocks Highest Quality Large-Cap Growth Stocks Wide Moat Stocks Low Volatility Stocks Magnificent Seven Stocks Top Chip Stocks High Earnings Yield Stocks Dividend Growth Stocks Widely Followed Stocks Positive Earnings Revision Stocks Dividend Kings Most Popular Stocks Apple Inc (AAPL) Amazon.com Inc (AMZN) Exxon Mobil Corp (XOM) Nvidia (NVDA) Berkshire Hathaway (BRK.A) Mastercard Inc (MA) Microsoft Corporation (MSFT) Meta Platforms Inc (META) Alphabet Inc (GOOGL) Netflix Inc (NFLX) Visa Inc (V) Best Buy Inc (BBY) Advanced Micro Devices Inc (AMD) Tesla (TSLA) JP Morgan (JPM) Popular ETF Screens Cheapest Value ETFs Highest Momentum ETFs Highest Quality ETFs Low Volatility ETFs High Active Share Value ETFs High Active Share Momentum ETFs High Quality Value ETFs High Momentum Value ETFs High Fundamental Momentum ETFs Multi-Factor ETFs Top Technology ETFs Top Financial ETFs Top Healthcare ETFs Top Energy ETFs Site Disclaimer Fundamental Data Provided by Refinitiv 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. Validea.com is a research provider that is owned and operated by The Reese Group, LLC. Validea.com offers model portfolios, screening and stock analysis that is not customized to any individual. No information on Validea.com should be construed as investment advice. Validea Capital Management is a separate investment advisory firm registered with the state of Connecticut. Validea Capital offers investment management services directly to clients and is a separate entity from The Reese Group, LLC. The Reese Group and Validea Capital are affiliated entities and share partial common ownership.1770568205https://validea.com

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