Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 383.1%, outperforming the market by 219.9% using its optimal monthly rebalancing period and 10 stock portfolio size.

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S&P 500

This momentum strategy looks for companies with strong price momentum and EPS growth that is coupled with high return on equity and falling debt.

Annual Return: 10.8% S&P 500: 6.5%
Year To Date: -4.9% S&P 500: -1.5%
Beta: 1.01 Accuracy: 47.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
UBNT 9/21/2018 8.01%
MMS 11/16/2018 5.86%
WLDN 11/16/2018 4.06%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
ANET 161.92%
ULTA 125.76%
** 119.70%
** 87.09%
** 81.10%