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Search Results for: factor

Why Monthly Rebalancing is Key to Unlocking the Power of Momentum Investing

September 12, 2025

Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals…

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The Reversion of International Stocks: A 2025 Story

August 25, 2025

…multiple strategies. ETF Factor Report Tool – Analyze ETFs based on factors like value, growth, momentum, and quality. Country & Industry Model Portfolios – Top stocks across countries and sectors/industries….

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Twin Momentum Adds Nvidia: Why the Strategy Likes the Stock

August 15, 2025

…the full Factor Report on Nvidia Nvidia is a company firing on all cylinders fundamentally, and still delivering exceptional market momentum. That’s the type of stock Twin Momentum — and…

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Why the Gurus Love META

July 31, 2025

…stability Why META Scores So Well Several factors are driving META’s multi-model appeal: Explosive Earnings Growth: 42% YoY EPS growth this quarter; 5-year CAGR near 30% Momentum: 50%+ 12-month stock…

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Big Banks Are Returning Billions - But What Do the Fundamentals Say?

July 1, 2025

…Buffett, Peter Lynch, Benjamin Graham, and Joel Greenblatt. Each stock is scored across multiple factor-based models that assess value, growth, quality, and momentum. Here are several of the highest-rated big…

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How to Invest Like Peter Lynch Using ETFs: 6 Funds That Fit the GARP Profile

June 18, 2025

…With Validea’s Strategy/ETF Matching Tool, investors can now take that same Lynch-inspired approach and identify U.S. equity ETFs that most closely mirror the factor profile of our Lynch model. The…

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SPY vs. QQQ: Battle of the ETF Behemoths

June 11, 2025

…of Two Strategies Validea’s ETF Factor Report for QQQ is strongly tilted toward quality and growth factors, with its highest-scoring fundamental metric being Return on Equity. The fund has high…

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Value Hiding in Plain Sight: Undervalued Opportunities Within the S&P 500

June 9, 2025

…technology. (GM Guru Analysis & Factor Report) (F Guru Analysis & Factor Report) United Airlines (UAL): While not for the faint of heart, UAL represents a deep cyclical play on…

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The Best Sector of 2025? Why Industrials Are Powering Ahead - and Which Stocks Stand Out

June 4, 2025

…this sector offers investors a balanced blend of value, growth, and economic resilience. 🔗 Further Research on Validea Validea Guru Stock Screener Validea ETF Factor Screener Sector Rotation ETF Model…

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Semiconductor ETFs Are Breaking Out - Here's What the Data Tells Us

May 30, 2025

…quality, value, momentum, and volatility characteristics. Further Research Full XSD ETF Factor Report Full SMH ETF Factor Report Full SOXQ ETF Factor Report Explore All Validea ETF Ratings & Rankings…

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Recent Original Research
September 16, 2025
Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
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