Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 395.4%, outperforming the market by 218.7% 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: 11.0% S&P 500: 6.9%
Year To Date: -2.5% S&P 500: 3.6%
Beta: 1.01 Accuracy: 47.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CACC 3/9/2018 21.59%
UVE 8/24/2018 2.82%
ULTA 9/21/2018 -2.61%

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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%