Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 458.3%, outperforming the market by 247.3% using its optimal tax efficient rebalancing period and 20 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: 11.1% S&P 500: 7.2%
Year To Date: 11.0% S&P 500: 23.3%
Beta: 0.94 Accuracy: 51.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CYBR 10/19/2018 64.02%
HEI 2/8/2019 40.48%
MASI 11/16/2018 32.99%

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