Validea

JUNE 23, 2025

The Gardners dubbed this the “Fool Ratio” and use it to identify growth stocks trading at reasonable valuations. Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8%

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Validea

MAY 1, 2025

Rather than chasing short-term market trends or speculative opportunities, Buffett seeks companies with proven management, consistent earnings power, and predictable cash flows that trade at reasonable valuations. Only after a company passes these comprehensive quality filters does valuation enter the equation.

Valuation 52

Valuation Economics Management Investing 52

Validea

APRIL 26, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for April of 2025. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks | April 2025 appeared first on Validea's Guru Investor Blog. Take a Free Trial Today! 3.3% -5.4%

Valuation 52

Valuation Assets Engineering Investing 52

Trade Brains

JUNE 6, 2025

Kotak Multicap Fund AUM : ₹16,787 crore 1-Year Return : ~32% Expense Ratio : ~0.68% Why it stands out : Backed by Kotak’s strong research team, this fund offers a balanced portfolio with a tilt towards quality large and mid-cap stocks. Also read: Top Hybrid Mutual Funds in India to Keep on Your Radar in 2025 4.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Validea

JUNE 2, 2025

Valuation considerations only come into play after companies meet these thorough quality standards. Here are the top ten highest scoring stocks according to Validea’s Buffett model for June of 2025. Visit Validea.com to access in-depth stock analysis and tools designed to emulate Buffetts proven investment principles.

Economics 52

Economics Valuation Investing Investments 52

Validea

JUNE 9, 2025

Their dominance has fueled strong index-level returns – but also led to stretched valuation multiples across the broader market. As of June 2025, the S&P 500’s trailing price-to-earnings ratio is hovering around 24x-28x , depending on the source, well above its long-term average of roughly 16x to 18x. 4.2 – 0.0%

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Valuation Healthcare Accounting Investing 52

Trade Brains

JUNE 12, 2025

Appointment as ICC Chairman in 2025 came for Shah, who had formerly been BCCI Secretary and ACC President. Investments: His investment portfolio includes various business ventures, contributing to his overall financial growth. The valuation of his home is not published, but it reflects his status. Rolls Royce Phantom 9.50

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Wealth Accumulation Financial Services Valuation Assets 59

Validea

JUNE 11, 2025

While both track major indexes and serve as core holdings in countless portfolios, the similarities stop there. In this post, we break down the most important differences between SPY and QQQ across key dimensions: performance, volatility, valuation, sector exposure, factor makeup, and fees. When it comes to large-cap U.S. innovation.

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Valuation Portfolio Healthcare Communication 52

Validea

JUNE 16, 2025

We dive into the numbers, examine the some of the portfolio stock selections, and offer guidance on what type of investor each strategy may suit best. Benjamin Graham – The Deep Value Purist Graham’s approach, considered the bedrock of value investing, focuses on balance sheet strength and low valuation. View the model portfolios.

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Valuation Risk Tolerance Math Portfolio 52

Validea

JANUARY 15, 2025

Additionally, they frequently trade at more attractive valuations compared to their growth-focused counterparts, potentially offering better downside protection and the opportunity for multiple expansion if market sentiment shifts. UBS UBS Group AG 19.7% $30.69 $106,162 35.7 SPNT SiriusPoint Ltd 19.4% $14.22 $2,302 8.8 18.4% $92.34 $34,742 6.2

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Valuation Insurance Accounting Economics 52

Validea

MAY 15, 2025

As of May 2025, Buffetts Berkshire Hathaway holds roughly $3 billion of Visa and $2.3 Using Valideas guru models and fundamental factor data, we compare these titans of fintech across valuation, quality, growth, and momentum. Key Fundamental Metrics (as of May 2025) Metric Visa Mastercard Price/Earnings 35.8x 40.4x

Numbers 52

Numbers Valuation Assets Banking 52

Validea

MARCH 20, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks appeared first on Validea's Guru Investor Blog. Take a Free Trial Today! 3.6% -5.3% 7.9% -0.4% 10.4% -8.3%

Valuation 52

Valuation Debt Management Assets Investing 52

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity.

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Management Assets Portfolio Insurance 130

Validea

MARCH 27, 2025

By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. Model Performance & Return History Since its inception on Validea in 2003, the 20-stock, monthly rebalanced Peter Lynch-based portfolio has delivered a 1,142.0%

Banking 80

Banking Investing Investments Portfolio 80

Validea

JANUARY 21, 2025

By focusing on both factors simultaneously, investors can discover high-quality companies trading at reasonable valuations. Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for January of 2025. Visit Validea.com to follow this and 21 other strategies from great investors.

Valuation 52

Valuation Portfolio Sales Marketing 52

Validea

MAY 28, 2025

Each model looks at factors such as earnings consistency, return on equity, valuation, and financial strength, then assigns a score to every stock based on how closely it aligns with these principles. Here are the top 10 low volatility stocks for May of 2025. MRK MERCK & CO INC $77.59 $194,831 11.3

Food 52

Food Valuation Investing Investments 52

Trade Brains

JUNE 29, 2025

Electric vehicle (EV) sales in India saw strong momentum in January 2025, rising by 19.4 percent of all new vehicle registrations in 2025 being electric. lakh units in 2025. 600 crore ($71 million) from the National Investment and Infrastructure Fund, boosting its valuation to $1.3 percent month-on-month and 17.1

Manufacturing 59

Manufacturing Marketing Marketing Engineering 59

Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Moderate Valuation (P/E 15) Limiting how much you pay for earnings ensures you dont overpay for future growth that may never materialize. Reasonable Price/Book Ratio (P/B P/E 22) A safeguard against excessive valuations.

Valuation 52

Valuation Investing Investments Portfolio 52

Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for March of 2025. Take a Free Trial Today!

Valuation 52

Valuation Education Retail Sales 52

Validea

MARCH 1, 2025

After a company satisfies these rigorous requirements, the final consideration is market valuation, waiting for favorable entry points that promise enduring value. Here are the top ten highest scoring stocks according to Validea’s Buffett model for March of 2025. Start investing like the Oracle of Omaha today!

Debt Management 52

Debt Management Valuation Investing Investments 52

Validea

JANUARY 18, 2025

Valuation metrics provide the final filter. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for January of 2025. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks appeared first on Validea's Guru Investor Blog. .

Valuation 52

Valuation Investing Investments Banking 52

Validea

MAY 21, 2025

The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. Here are the top ten highest scoring stocks for May of 2025 based on Validea’s Peter Lynch strategy. A key metric is the PEG ratio (Price-to-Earnings relative to Growth), with values below 1.0

Insurance 52

Insurance Debt Management Banking Valuation 52

Validea

FEBRUARY 27, 2025

By focusing on both factors simultaneously, investors can uncover high-quality companies trading at reasonable valuations. Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for February of 2025. Visit Validea.com to follow this and 21 other strategies from great investors.

Valuation 52

Valuation Portfolio Investing Investments 52

Validea

MARCH 7, 2025

A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive. Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% The next date for the portfolio rebalance / review is March 28th, 2025.

Portfolio 52

Portfolio Sales Taxes Investing 52

Validea

APRIL 16, 2025

This powerful indicator spotlights businesses that excel at converting their operations into tangible cash resources relative to their market valuation. This characteristic makes them potential portfolio stabilizers during periods of heightened market uncertaintyprecisely when investment protection becomes most valuable.

Valuation 52

Valuation Investing Investments Economics 52

Trade Brains

JUNE 18, 2025

As of 2025, the number of billionaires worldwide has surpassed 3,000 people, with their total net worth more than $16 trillion. Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. But all industries are not fertile soil for generating wealth.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

The Big Picture

MAY 22, 2025

At The Money: The Art of Spending Money with Morgan Housel (May 22, 2025) Is there an art to spending your own money? From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. And at that point, forget the spreadsheets, forget the like the valuation comps.

Food 147

Food Valuation Investing Investments 147

Trade Brains

JUNE 29, 2025

The shares of Torrent Pharmaceuticals Ltd have seen positive movement after it signed definitive agreements to acquire a controlling stake in JB Chemicals & Pharmaceuticals from KKR at an equity valuation of Rs 25,689 crore (fully diluted). Further, Torrent Pharma will acquire a 46.39 Moreover, J.B.

Pharmaceutical 59

Pharmaceutical Valuation Investment Advisor Investing 59

Validea

JUNE 4, 2025

The Bottom Line The industrial sector may not always be in the spotlight, but in 2025 its earning investor attention for good reason. With strong performance, solid fundamentals, and broad economic relevance, its making a compelling case as the best-performing sector of the year.

Manufacturing 52

Manufacturing Economics Transportation Economy 52

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

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Management Numbers Transportation Accounting 130

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. And it has more than doubled in the past five. What Does Warren Buffett Say?

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Marketing Marketing Sales Portfolio 66

Discipline Funds

JUNE 6, 2023

Our general view on inflation is that the Fed won the battle already and they won’t declare victory until 2024 or 2025. When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years.

Economy 105

Economy Asset Allocation Valuation Communication 105

Zajac Group

JANUARY 24, 2025

Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification. This is compared to short-term capital gains rates, which mirror your ordinary income tax rate, up to 37% in 2025.

Taxes 52

Taxes Portfolio Planning Investing 52

Carson Wealth

JUNE 17, 2024

There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. The most well-known valuation measure is the price-to-earnings ratio (P/E), which captures the amount investors are willing to pay for a dollar of current earnings as a kind of proxy for long-term earnings.

Marketing 86

Marketing Marketing Valuation Economy 86

Trade Brains

SEPTEMBER 21, 2024

Reliance Industries – Reliance Jio Reliance Industries telecommunications juggernaut Reliance Jio, is gearing up for a monumental IPO slated for 2025. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 trillion ($112 billion). Comment below.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

JUNE 12, 2024

This strategy involves leveraging ITC’s existing strengths, maximizing the use of current assets, and investing selectively to enhance the portfolio. Besides that, the hotel business has added three more properties under its portfolio, Fortune Park – Aligarh, Tiruppur, and East Delhi Vivek Vihar.

Planning 81

Planning Valuation Portfolio Assets 81

Validea

FEBRUARY 26, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for February 2025. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Ben Graham Deep Value Stocks appeared first on Validea's Guru Investor Blog. BG BUNGE GLOBAL SA 100 $74.27 $9,950 9.2 3.6% -5.3%

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Valuation Sales Portfolio Investing 52