Validea | Invest Using Proven Factor-Based Strategies That Have Stood the Test of Time

Time 2020-10-17 20:05:00

Web Name: Validea | Invest Using Proven Factor-Based Strategies That Have Stood the Test of Time

WebSite: http://www.validea.com

ID:85361

Keywords:

Factor,Based,Strategies,

Description:

Invest Using Proven Quantitative Strategies Factor-based investment models, analysis, and stock and ETF screening based on published writings and academic papers that have stood the test of time. * Returns are model returns and do not reflect actual trading. Full performance disclaimer All Stock Portfolios Is Passive Investing Distorting the Market? By Jack Forehand (@practicalquant) There is little disagreement among market observers that passive investing is growing. There is also little dispute that the trend is likely to continue as a result of the rise of ETFs, investors’ focus on fees, the inconsistency of active manager outperformance, and numerous other factors. That is where the agreement ends, though. There are substantial disagreements as to if there has been an impact on the pricing of securities within the market, and if so, what that impact is. The Role of Expectations in Investing By Jack Forehand (@practicalquant) This concept of the relationship between expectations and reality is in my opinion one of the most important ones for every investor to understand. Every stock has a series of expectations embedded in its price. For growth stocks, those expectations are high ones. For value stocks, they are much lower. But either way, investors profit when they are able to identify a mismatch between expectations and reality. Episode 46: Interview: A Multi-Disciplinary Approach to Investing and Learning with Nir Kaissar Investing in today's world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also requires an understanding of economics. And with governments playing an increasing role in markets, it requires an ability to understand public policy and interpret its impact. Nir Kaissar is unique in his ability to offer insights into each of these areas. He is the founder of Unison Advisors and a regular columnist for Bloomberg. In this interview, we discuss each of these areas, and the unprecedented times all of us are currently living through. Episode 45: Interview: Liquidity Cascades with Corey Hoffstein It has been said that the most dangerous words in investing are "this time is different". But sometimes a confluence of factors come together to significantly change the character of the market. In the best research paper we have read this year, Corey Hoffstein argues this is one of those times. In this interview, we go through all the details of Corey's argument and how they fit together to form a very compelling argument that this time might in fact be different. A look at some of our strategies and how they worked in the historic 2020 market 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. Eric J. Financial Advisor 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. Rolf D. 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! Urs K. Guru Analysis 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. See How Your Favorite Stocks Score Model Portfolios 22 different model portfolios based on our time tested factor-based strategies.View Returns ETF Portfolios Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.See Portfolios Stock Screener 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. Try It Out Trend Following 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. See How It WorksPerformance 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.

TAGS:Factor Based Strategies 

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