Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 415.8%, outperforming the market by 225.3% 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: 10.9% S&P 500: 6.9%
Year To Date: 11.7% S&P 500: 15.2%
Beta: 1.01 Accuracy: 47.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
HEI 2/8/2019 42.89%
TTEK 5/31/2019 5.48%
LPLA 5/31/2019 4.56%

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