Top Performing Stock Models
|Guru Based on||Number
|James O'Shaughnessy||10||Tax Efficient||19.8%|
|Partha Mohanram||10||Tax Efficient||13.4%|
|Motley Fool||10||Tax Efficient||12.9%|
Top Performing ETF Models
|Factor Rotation - Momentum with Trend||13.2%||9.0%|
|Factor Rotation - Composite with Trend||12.7%||9.0%|
|Factor Rotation - Momentum||11.6%||9.0%|
|Factor Rotation - Composite||10.8%||9.0%|
|Factor Rotation - Value with Trend||10.3%||9.0%|
Analysis of 6000+ stocks using the proven strategies of investment legends like Warren Buffett, Benjamin Graham and Peter Lynch. See the details behind "why" some stocks look good and others don't through the guru methodologies.
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22 different model portfolios based on our time tested factor-based strategies.
Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.
Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, John Neff and Martin Zweig. Combine multiple strategies together or add in fundamental filters to refine your result set.
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Our trend following system covers over 45+ asset & investment classes and seeks to help limit losses during major market declines while maintaining a disciplined re-entry method when prices revert. Get alerted when the signals change between Buy and Sell.
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By Justin Carbonneau® (@jjcarbonneau)Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks, as represented by the S&P 500. The piece, "Small caps are trading at the steepest discount to large caps in decades", may have important implications for investors and allocators over the next decade.
By Jack Forehand, CFA, CFP® (@practicalquant)Many investors believe that all value investing strategies are similar. When it comes to getting exposure to value, they think the many value funds that are out there are mostly interchangeable. But that view is not grounded in reality. In the real world, there are a series of factors that go into the construction of a value strategy that can cause massive deviations in performance from one value fun to the next. Understanding these differences is crucial to determining the value approach that works best for each investor.