Using real historical data, our analysts tested quantitative investing strategies to see what produced results. Then we turned those strategies into constantly updating lists of new investing ideas.
Historically Tested Trading Strategies
Brilliant people in academia and the investing community have, over the years, uncovered groups of companies with certain quantitative characteristics that outperform the market as a whole. We tested these discoveries using real historical data to see how they performed.
The results speak for themselves. Several quantitative investing strategies historically yielded portfolios of companies that have significantly outperformed the S&P 500 over long time horizons.
Manageable Lists of Interesting Investing Ideas
Keeping up with the nearly 20,000 companies traded on US Exchanges is a virtual impossibility.* Hence, determining which companies are worth an analysts’ time and attention is a necessity.
YCharts’ Portfolio Strategies generate constantly updating lists of stocks, generally only a few dozen per strategy per quarter.
For the individual stock picker, they offer a way to start with a manageable list of quantitatively selected companies.
Investing Ideas that Come in Several Flavors
We have six different portfolio strategies:
- Large Cap Value Strategy
- Dividend Power
- Warren Buffett Universe
- Peter Lynch Universe
- Ben Graham Formula
- Growth at a Reasonable Price (GARP)
Each has its criteria for entry. Each represents a different twist on quantitative investing. And each significantly outperformed the S&P 500 over the long-run.
While past performance is no guarantee of future results, history can be an excellent teacher. And YCharts Portfolio Strategies put that teaching to use.
Portfolio Strategies are available in both our Lite and Professional products. To determine which seems right for you, please click the button to learn more below.
* Fun Fact: An analyst who never eats nor sleeps has about 2,190 hours per quarter to conduct research. That analyst could spend about 6 minutes per company per quarter if he wanted to follow the approximately 20,000 companies on US exchanges.
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