Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 538.8%, outperforming the market by 299.5% using its optimal monthly rebalancing period and 10 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: 11.8% S&P 500: 7.6%
Year To Date: 10.6% S&P 500: 4.4%
Beta: 1.01 Accuracy: 48.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
OMF 8/23/2019 27.77%
PFSI 8/23/2019 23.05%
FTNT 11/15/2019 16.21%

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