Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 397.8%, outperforming the market by 183.7% using its optimal tax efficient rebalancing period and 20 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: 10.0% S&P 500: 7.0%
Year To Date: -13.8% S&P 500: -3.3%
Beta: 0.95 Accuracy: 51.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
XPEL 4/3/2020 69.35%
FCN 5/31/2019 49.33%
SLP 4/3/2020 46.65%

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