Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 430.1%, outperforming the market by 250.9% 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: 11.3% S&P 500: 6.8%
Year To Date: 14.8% S&P 500: 10.7%
Beta: 1.01 Accuracy: 47.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
UBNT 9/21/2018 38.21%
BSTC 11/16/2018 23.14%
CBRE 2/8/2019 7.87%

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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%