Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 327.7%, outperforming the market by 151.1% using its optimal tax efficient rebalancing period and 20 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: 9.1% S&P 500: 6.3%
Year To Date: -26.0% S&P 500: -14.9%
Beta: 0.95 Accuracy: 50.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
FCN 5/31/2019 59.58%
XPEL 4/3/2020 31.40%
HLI 10/18/2019 19.04%

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