As a result, an investor could not have invested in the Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. Optimal portfolios presented on represent the rebalancing period that has led to the best historical performance for each of our equity models. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. Model portfolios with inception dates on or after include a combination of back tested and live model returns. As a result, they do not incorporate any commissions or other trading costs or fees. Performance Disclaimer: Returns presented on are model returns and do not represent actual trading. This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets. This momentum strategy looks for companies with strong price momentum and EPS growth that is coupled with high return on equity and falling debt. This value-quant strategy screens for high book-to-market stocks, and then separates out financially sound firms by looking at a host of improving financial criteria. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance. This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth. This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield. This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins. This value model looks for companies with high return on capital and earnings yields. This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals. This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt. Scores above 70%-80% typically indicate some interest. Scores above 90% typically indicate strong interest. Education of a Financial Planner Podcast.Top Joel Greenblatt Magic Formula Stocks.
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