Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 476.9%, outperforming the market by 258.1% 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: 11.3% S&P 500: 7.3%
Year To Date: 25.0% S&P 500: 26.4%
Beta: 1.01 Accuracy: 48.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
PFSI 8/23/2019 18.21%
OMF 8/23/2019 14.19%
ESNT 10/18/2019 6.85%

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