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  Guru Model Performance

Below is the updated performance of Validea's guru based model portfolios. The model portfolios are based on the strategies featured in The Guru Investor. Returns are based on closing prices as of 2/14/2019. For further details on each model portfolio's performance, click here

Model Portfolio Based on
Book By/About
Annual Return S&P 500 Return
Price/Sales Investor Kenneth Fisher 10.1% 6.7%
Growth Investor Martin Zweig 9.4% 6.7%
Patient Investor Warren Buffett 7.5% 6.4%
Value Investor Benjamin Graham 7.0% 6.7%
P/E/Growth Investor Peter Lynch 6.7% 6.7%
Growth/Value Investor James P. O'Shaughnessy 6.0% 6.7%
Earnings Yield Investor Joel Greenblatt 5.1% 6.0%
Contrarian Investor David Dreman 4.7% 6.7%
Low PE Investor John Neff 4.3% 6.2%
Book/Market Investor Joseph Piotroski -1.1% 6.0%
Validea Hot List 7.2% 6.7%

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The names of individuals (i.e., the 'gurus') appearing in this report are for identification purposes of his methodology only, as derived by from published sources, and are not intended to suggest or imply any affiliation with or endorsement or even agreement with this report personally by such gurus, or any knowledge or approval by such persons of the content of this report. All trademarks, service marks and tradenames appearing in this report are the property of their respective owners, and are likewise used for identification purposes only.

Validea is not registered as a securities broker-dealer or investment advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Validea is not responsible for trades executed by users of this site based on the information included herein. The information presented on this website does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information on this website is generic by nature and is not personalized to the specific situation of any individual. The user therefore bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional prior to making any investment decisions.

Performance results are based on model portfolios and do not reflect actual trading. Actual performance will vary based on a variety of factors, including market conditions and trading costs. Past performance is not necessarily indicative of future results. Individual stocks mentioned throughout this web site may be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by founder John Reese. Validea Capital Management, which is a separate legal entity and an SEC registered investment advisory firm, uses, in part, the strategies on the web site to select stocks for its clients.