Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 444.2%, outperforming the market by 261.1% using its optimal monthly rebalancing period and 10 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: 12.4% S&P 500: 7.4%
Year To Date: 7.1% S&P 500: 6.0%
Beta: 1.02 Accuracy: 48.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ANET 2/10/2017 179.08%
SUPV 9/22/2017 37.44%
BAP 12/15/2017 19.97%

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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
ULTA 125.76%
** 119.70%
** 87.09%
** 81.10%
TCX 78.72%