Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 245.0%, outperforming the market by 131.0% 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: 9.8% S&P 500: 5.9%
Year To Date: 1.1% S&P 500: 4.8%
Beta: 0.98 Accuracy: 53.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
AOS 6/3/2016 17.26%
ORA 3/11/2016 15.42%
AGX 8/26/2016 13.78%

Want to see all ten stock picks in this portfolio? Sign up today for a risk-free trial.

Sign Up Today

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%