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Search Results for: covid-19

SPY vs. QQQ: Battle of the ETF Behemoths

June 11, 2025

…Crisis -50.8% -49.7% COVID Crash -19.4% -12.9% Drawdowns based on monthly return data, not daily. Which ETF Is Right for You? Truthfully, you probably can’t loose with either of these…

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Two Decades of Quant: What Validea’s Guru Models Reveal About Market Cycles and Strategy Resilience

May 16, 2025

…S&P 500 +/- S&P 500 Beta Dashan Huang Twin Momentum Investor 10 Monthly 12/26/2008 19.90% 12.40% 7.50% 1.12 Partha Mohanram P/B Growth Investor 10 Monthly 3/24/2006 15.30% 8.20% 7.10% 1.03…

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Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model

March 7, 2025

…outperformance has come from explosive gains post-COVID in 2020, along with strong returns in 2023 and 2024 as growth stocks rebounded. But high returns come with high volatility. This strategy…

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Practical Lessons from Bob Elliott

March 3, 2025

…vs. Debt-Driven Economic Cycles Discover why the post-COVID economy behaved differently than many expected and why the Fed’s rate hikes didn’t crash the economy – Elliott explains the crucial difference…

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Practical Lessons from Cullen Roche

November 11, 2024

…Understanding why QE wasn’t inflationary, but COVID stimulus was International Diversification Making the case for looking beyond U.S. markets The Financial System’s Plumbing Breaking down complex topics like Fed operations…

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Lessons from Two Decades Running Quant Models

October 12, 2024

…Financial Crises Exceed Expectations – And Pain Can’t Be Modeled The Global Financial Crisis of 2008, the COVID-19 market crash of 2020 and other significant downturns have taught us that…

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A Fundamental Analysis of the Magnificent 7 - And the 4 That Pass Our Models

September 21, 2024

…like cloud computing, artificial intelligence, digital advertising, e-commerce, and semiconductors. The COVID-19 pandemic accelerated many digital trends, further cementing the Magnificent 7’s market positions. Validea’s Guru Analysis Validea applies investment…

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The Long Game: Why Patience and Perspective Matter in Investing

October 4, 2023

…years 8.57% 21.28% -5.38% 15 years 8.32% 19.24% -0.72% 20 years 7.95% 17.90% 1.60% Source: The Lazy Portfolio ETF | SPDR S&P 500 (SPY): Rolling Returns This chart below presents…

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Small Cap Value: Waiting for the Jumpstart

September 6, 2023

…The other periods of this level of cheapness came mostly during the Great Financial Crisis (2008/2009) and during the COVID crash (2020). Small Cap Value Ratio As of 9/1/2023 Small-Cap…

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What Would Your Investing Obituary Say?

May 10, 2023

…two bear markets (COVID crash and 2022). Your Portfolio: A Reflection of You The composition of your portfolio is another key element of your investing obituary and is likely to…

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Recent Original Research
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
June 27, 2025
Ten Top Benjamin Graham Deep Value Stocks –...
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham's teachings. Graham's strategy revolves around locating solid,...
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