Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 445.8%, outperforming the market by 243.3% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

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Momentum
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: 11.1% S&P 500: 7.1%
Year To Date: 8.5% S&P 500: 20.0%
Beta: 0.94 Accuracy: 51.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CYBR 10/19/2018 42.63%
HEI 2/8/2019 42.29%
MASI 11/16/2018 37.72%

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