Stock Research Guru Analysis Stock Tracker Industry Report  Symbol Lookup   Stock Ideas   Hot List   Model Portfolios   Guru Screener   Adv. Guru Screener   Top Industries   Stock Analysis   Guru Analysis   Stock Tracker   My Portfolio   About Us   Introduction   Videos   Help   About John Reese   Market Gurus Book   Press Room   Customer Service   Subscribe   Contact Us   Login   Refer a Friend Enter Email:		Validea Model Portfolios Returns based on closing prices as of 1/5/2009 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 about our model portfolios see our FAQ. » For an overview of our system, check out our Guru Investing Report. » To download our 2007 model portfolio year end report, click here. » The next rebalancing will occur on 1/23/2009 for our monthly portfolios, 1/23/2009 for our quarterly portfolios, and 7/10/2009 for our annual portfolios. Learn More About This Page in Our Videos Section 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 2008 2007 2006 2005 2004 2003 (Partial Year) Investing Style: All Value Growth Value & Growth Model Portfolio Based on Book By/About Date of Inception Annualized Return S&P 500 Return Accuracy Beta Individual Guru Portfolios - Monthly Rebalancing Value Investor Benjamin Graham 7/15/2003 13.7% -1.4% 56.3% 1.14 Small-Cap Growth Investor Motley Fool 7/15/2003 11.8% -1.4% 52.6% 1.08 Price/Sales Investor Kenneth Fisher 7/15/2003 10.9% -1.4% 58.6% 1.20 Growth Investor Martin Zweig 7/15/2003 6.7% -1.4% 55.4% 1.10 P/E/Growth Investor Peter Lynch 7/15/2003 4.9% -1.4% 55.8% 1.09 Contrarian Investor David Dreman 7/15/2003 3.7% -1.4% 61.4% 1.22 Growth/Value Investor James P. O'Shaughnessy 7/15/2003 3.5% -1.4% 50.4% 1.00 Book/Market Investor Joseph Piotroski 2/27/2004 2.2% -4.3% 57.3% 1.28 Momentum Investor Validea 7/15/2003 -0.2% -1.4% 40.4% 1.03 Low PE Investor John Neff 1/2/2004 -1.7% -3.6% 52.0% 1.16 Patient Investor Warren Buffett 12/5/2003 -3.2% -2.6% 54.3% 1.10 Consensus Portfolios - Monthly Rebalancing Validea Hot List N/A 7/15/2003 10.3% -1.4% 55.6% 1.15 Top Five Gurus N/A 7/15/2003 8.7% -1.4% 53.3% 1.06
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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 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.