Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 372.5%, outperforming the market by 222.2% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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: 6.7%
Year To Date: 20.3% S&P 500: 11.8%
Beta: 0.98 Accuracy: 54.4%
Full Return History

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Portfolio Holdings

Ticker Date Added Return
ANET 2/10/2017 84.94%
SAFM 5/5/2017 38.36%
IPGP 5/5/2017 36.96%

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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
** 205.02%
VALE 195.29%
ULTA 175.22%
** 135.16%
** 106.99%