Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 453.7%, outperforming the market by 261.5% 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: 11.5% S&P 500: 7.0%
Year To Date: 20.0% S&P 500: 15.9%
Beta: 1.01 Accuracy: 48.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
HEI 2/8/2019 13.25%
FTNT 3/8/2019 12.90%
NXST 3/8/2019 11.95%

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