Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 268.7%, outperforming the market by 151.8% 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: 10.5% S&P 500: 6.1%
Year To Date: 8.1% S&P 500: 6.1%
Beta: 0.98 Accuracy: 54.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ORA 3/11/2016 18.24%
AOS 6/3/2016 16.22%
FBHS 6/3/2016 8.62%

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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%