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Search Results for: low-volatility funds

Ten Top Warren Buffett Stocks - July 2025

July 1, 2025

…of economic conditions. The quality evaluation extends to stringent profitability benchmarks, mandating an average return on equity of at least 15% across ten years, with no single year falling below…

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Top Peter Lynch Stocks - June 2025

June 30, 2025

…with sensible valuations. The approach relies heavily on the PEG ratio—comparing price-to-earnings against growth rates—where readings under 1.0 may signal attractive growth stocks trading below fair value. The strategy targets…

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Strategy of the Week: A Small Cap Growth Model Inspired by The Motley Fool's David & Tom Gardner

June 23, 2025

…“Fool”) ratio Price strength and momentum Low debt and healthy cash flow Significant insider ownership The strategy loos for undiscovered gems — companies too small for large institutions but with…

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

June 18, 2025

…tool compares the 50 top-rated stocks based on our Peter Lynch strategy with the holdings of hundreds of ETFs, using over 20 value, growth, momentum, quality, and volatility factors. Here…

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Buffett vs. Graham vs. Lynch: Whose Strategy Wins Now & Over Time?

June 16, 2025

…low P/E, low P/B, manageable debt levels, and strong current ratios. These are companies trading at a deep discount that may be at or near what Graham called a “margin…

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Strategy of the Week: The Acquirer's Multiple - A Deep Value Approach That Thinks Like a Buyer

June 13, 2025

…– companies that might look cheap but are actually deteriorating businesses. This includes filters for: Earnings revisions (excluding firms with falling forecasts) Low cash flow relative to reported earnings Excessive…

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SPY vs. QQQ: Battle of the ETF Behemoths

June 11, 2025

…exposure to momentum and growth, but weak exposure to value and low volatility. Its beta is 1.27, indicating higher sensitivity to market movements. Meanwhile, the SPY Factor Report shows moderate…

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Ten Top Dividend Growth Stocks - June 2025

June 11, 2025

…enhance overall returns, while the increasing income flow helps investors maintain purchasing power against inflation. Additionally, dividend growth stocks typically show less price volatility than companies that don’t pay dividends,…

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

June 9, 2025

…signal an imminent crash, they suggest the broader index may offer lower forward returns than historical norms. This is where value investors should take note: high valuations across the index…

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Berkshire's Breakout Stocks: 5 Names Showing Strength and Buffett-Approved Fundamentals

June 6, 2025

Warren Buffett is known for his long-term, fundamentals-first investing approach. But some of the stocks in Berkshire Hathaway’s portfolio are not just value plays – they’re momentum leaders too. Below,…

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Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
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...
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