Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 429.6%, outperforming the market by 247.9% 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: 11.7% S&P 500: 7.1%
Year To Date: 4.2% S&P 500: 5.4%
Beta: 1.02 Accuracy: 47.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
JOUT 5/4/2018 35.41%
CACC 3/9/2018 28.31%
TNET 3/9/2018 16.95%

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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
ANET 161.92%
ULTA 125.76%
** 119.70%
** 87.09%
** 81.10%