Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 472.5%, outperforming the market by 256.4% 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: 11.2% S&P 500: 7.3%
Year To Date: 24.0% S&P 500: 25.3%
Beta: 1.01 Accuracy: 48.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
PFSI 8/23/2019 18.00%
OMF 8/23/2019 12.88%
ESNT 10/18/2019 7.74%

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