Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 512.2%, outperforming the market by 285.9% 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: 11.6% S&P 500: 7.4%
Year To Date: 6.0% S&P 500: 0.4%
Beta: 1.01 Accuracy: 48.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ACMR 1/10/2020 58.99%
PFSI 8/23/2019 16.77%
FTNT 11/15/2019 12.69%

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