Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 297.6%, outperforming the market by 162.9% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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: 10.6% S&P 500: 6.4%
Year To Date: 1.2% S&P 500: 4.9%
Beta: 0.98 Accuracy: 53.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TCX 11/18/2016 48.45%
ANET 2/10/2017 32.15%
AGX 8/26/2016 30.95%

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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
** 205.02%
VALE 195.29%
ULTA 175.22%
** 135.16%
** 106.99%