Stock Research: Guru Analysis Guru Detail Stock Tracker Industry Report  Symbol Lookup Refer a Friend - Enter Email Address: Best of the Web		Validea Model Portfolios Returns based on closing prices as of 7/3/2008 Validea's model portfolios are based on our interpretation of the strategies of 11 of history's most successful stock pickers, including Peter Lynch, Warren Buffett, Ben Graham, Martin Zweig and Ken Fisher. We offer a 10 stock and 20 stock portfolio based on each guru strategy and 2 portfolios that combine all of our strategies. You can select a monthly, quarterly or annual rebalancing period depending on your investing time frame. Click on the portfolio name to see the current list of stocks in the portfolio. For answers to common questions regarding our model portfolios see our FAQ page. For an overview of our system, check out our free report on Guru Investing. To download our 2007 model portfolio year end report, click here. Rebalancing Period: Monthly Quarterly Annual Filter our model portfolios using the drop down boxes to the left. You can filter based on the number of stocks in the portfolio, the rebalancing time frame, and the period over which the return is calculated. Portfolio Size: 10 Stocks 20 Stocks Return Period: Total Since Inception Annual Since Inception Year To Date Past 12 Months Past 6 Months Past 3 Months Past Month Past Week 2007 2006 2005 2004 2003 (Partial Year) Investing Style: All Value Growth Value & Growth Model Portfolio Based on Book By/About Date of Inception Since Inception Return S&P 500 Return Accuracy Beta Individual Guru Portfolios - Monthly Rebalancing Price/Sales Investor Kenneth Fisher 7/15/2003 157.8% 26.2% 60.9% 1.23 Value Investor Benjamin Graham 7/15/2003 139.9% 26.2% 57.1% 1.24 Growth Investor Martin Zweig 7/15/2003 122.8% 26.2% 58.0% 1.25 Small-Cap Growth Investor Motley Fool 7/15/2003 114.6% 26.2% 52.6% 1.35 Growth/Value Investor James P. O'Shaughnessy 7/15/2003 98.7% 26.2% 53.7% 1.12 Contrarian Investor David Dreman 7/15/2003 97.3% 26.2% 63.4% 1.00 P/E/Growth Investor Peter Lynch 7/15/2003 76.4% 26.2% 57.2% 1.15 Momentum Investor William O'Neil 7/15/2003 52.1% 26.2% 42.0% 1.37 Individual Guru Portfolios Started After July 15, 2003 - Monthly Rebalancing Low PE Investor John Neff 1/2/2004 37.5% 13.6% 53.4% 1.14 Book/Market Investor Joseph Piotroski 2/27/2004 35.3% 10.1% 59.6% 1.18 Patient Investor Warren Buffett 12/5/2003 24.1% 19.0% 55.7% 1.12 Consensus Portfolios - Monthly Rebalancing Validea Hot List N/A 7/15/2003 127.3% 26.2% 56.6% 1.15 Top Five Gurus N/A 7/15/2003 90.1% 26.2% 54.0% 1.21 DISCLAIMER: The names of individuals (i.e., the 'gurus') appearing in this report are for identification purposes of his methodology only, as derived by Validea.com 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 Validea.com 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.
Fundamental data provided by Reuters