Factor-Based Stock Portfolios

Guru Based on Annual
Return
Dashan Huang 19.8%
Partha Mohanram 15.2%
Meb Faber 19.1%
Motley Fool 13.5%
James O'Shaughnessy 16.6%
Peter Lynch 12.7%
Martin Zweig 12.6%
Wesley Gray 12.4%
Validea 12.0%
Kenneth Fisher 11.6%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All Stock Portfolios

Factor-Based ETF Portfolios

Portfolio Annual
Return
Factor Rotation - Momentum with Trend 12.0%
Factor Rotation - Composite with Trend 11.8%
Factor Rotation - Momentum 11.3%
Factor Rotation - Composite 11.0%
Factor Rotation - Value 10.0%
* Returns are model returns and do not reflect actual trading. Full performance disclaimer
All ETF Portfolios

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Free cash flow yield is a key metric for identifying financially strong companies during volatile market conditions. It measures how effectively a business transforms its operations into cash compared to its market value. Companies that excel at generating cash enjoy greater financial flexibility, allowing them to grow their business, strengthen their financial position, and reward shareholders without depending on outside funding. This self-sufficiency becomes particularly valuable when credit markets tighten. These investments offer defensive characteristics… View Full Post

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Technology stocks have experienced remarkable growth over the past decade, often trading at premium valuations that can deter value-conscious investors. However, Validea’s comprehensive analytical framework demonstrates that attractive opportunities still exist within this seemingly expensive sector by applying 22 time-tested investment strategies from legendary figures like Warren Buffett, Peter Lynch, and Martin Zweig. This rigorous approach identifies technology companies that combine strong fundamental characteristics with reasonable pricing. The methodology seeks firms with the qualities that… View Full Post

Sat, 12 Jul 2025

Ten Top S&P 500 Stocks – July 2025


The S&P 500 encompasses more than 500 companies across various industries, many of which operate profitable, established businesses with strong underlying fundamentals that deserve investor attention. This diversity creates attractive opportunities for those willing to conduct thorough research beyond the most popular stocks. Through Validea’s comprehensive analytical framework, which incorporates 22 different investment methodologies, we’ve identified ten S&P 500 companies with robust fundamental characteristics that appear particularly attractive at current valuations. Our analysis integrates time-tested… View Full Post
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.