![]() ![]() 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. Education of a Financial Planner Podcast.Top Joel Greenblatt Magic Formula Stocks. ![]()
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