Investment Strategies

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’ Investment 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 investment 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 Investment Strategies put that teaching to use.

Investment 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.

Start My Free Trial

Questions? Email or call (866) 965-7552

Already registered? Click here to sign in.

Unlock access to backtested investment strategies by registering below.
No credit card required to start.

Start My Free Trial

Questions? Email
or call (866) 965-7552



Please note that this feature is only available as an add-on to YCharts subscriptions.

Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{}} No credit card required.

Already a subscriber? Sign in.