In the past 40 years, stocks and bonds have been an unbeatable portfolio. But that hasn’t always been true. Throughout history, periods of positive correlation between stocks and bonds are…
Tag: Factor Focus
Validea Market Valuation Update - August 2024
Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Quantitative Momentum Investing: A Data-Driven Approach to Momentum
Momentum investing has long been a popular strategy among investors, but not all momentum approaches are created equal. Validea’s Quantitative Momentum strategy, based on the research of Wes Gray and…
Top Twin Momentum Stocks - July 2024
The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets,…
There is Still Value in the Russell 2000 After Its Recent Surge: Here are 5 Top Rated Stocks
After lagging the S&P 500 for much of 2024, the Russell 2000 small cap index has staged an impressive rally in recent weeks. As smaller companies catch up to their…
NASDAQ 100 Leaders: Finding Value Amid the Tech Rally
The NASDAQ 100 index has been on a tear in 2024, building on its impressive gains from 2023. Year-to-date, the tech-heavy index is up 20%, driven by enthusiasm around artificial…
Validea's Top 10 Peter Lynch Stocks - July 2024
Peter Lynch was one of the most successful mutual fund managers in history, averaging a 29.2% annual return while managing Fidelity’s Magellan Fund from 1977 to 1990. Validea’s Lynch-inspired strategy…
The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?
The “Magnificent 7” stocks – Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla – have been the undisputed leaders of the stock market in recent years. In 2024, these…
Validea's Top 10 Warren Buffett Stocks - July 2024
Validea’s Warren Buffett model using published writings about Buffett to identify stocks that might meet his fundamental tests. The strategy aims to identify high-quality companies with predictable earnings that are…
Validea Trend Following: July 2024 Update
Below is our trend following update for July of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…