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Validea.com is an independent research firm offering stock analysis, screens and model portfolios based on the strategies of great investors. Our model portfolios select value, dividend and growth stocks based on our interpretation of the strategies of market legends, including Warren Buffett, Peter Lynch, Benjamin Graham, Kenneth Fisher, Martin Zweig, David Dreman, Joseph Piotroski and Joel Greenblatt. Interactive Brokers customers may sign up for a free trial in Account Management. Readers who are not customers of Interactive Brokers may click the following link to sign up for a risk-free trial.

Validea

September 21, 2021

Eighteen Financial Terms That Define Our Time

Here are a number of words, phrases or acronyms that help define our current market environment. Some of them have come into existence more recently, where others have been around for a while but hold more importance today than in the past.

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Validea

September 14, 2021

The Elusive Definition of Quality

In this episode, we look at the different ways to define quality, the arguments for why it works, and how it can be incorporated into an investment strategy.

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Validea

August 17, 2021

The Downside of Conviction

In this episode we discuss the downside of conviction and what investors can do to make sure it doesn’t derail their investment plan.

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Validea

August 3, 2021

Amplifying Momentum’s Alpha Potential

Momentum investing can sometimes be looked at as a more speculative type of investing since it involves buying stocks that have gone up the most, and a pure momentum approach has no regard for fundamentals.

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Validea

July 27, 2021

When Conviction Fails You

Conviction isn’t always a good thing. Sometimes it leads us to miss major flaws in our investment strategy. Sometimes it leads us to stay the course when the facts have clearly changed.

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Validea

June 15, 2021

The Balance Between Edge and Conviction

Developing an edge in the stock market has always been a significant challenge. The collective wisdom of the market is typically correct, and that leads to very efficient asset pricing in most cases. For that reason, most investors who think they have an edge don’t really have one.

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Validea

May 11, 2021

Moves to Consider to Help Protect Your Portfolio & Profits

For most investors, finding an appropriate asset allocation and rebalancing and adjusting based on your risk tolerance and time horizon is the best course of action. But for those investors that are more active, or have a more opportunistic approach to investing, here are some considerations for how to protect some of your profits in today’s market.

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