Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 430.7%, outperforming the market by 231.2% 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: 11.0% S&P 500: 7.1%
Year To Date: 15.0% S&P 500: 18.7%
Beta: 1.01 Accuracy: 47.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
HEI 2/8/2019 55.30%
TTEK 5/31/2019 25.87%
FCN 5/31/2019 11.00%

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