Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 451.7%, outperforming the market by 256.4% using its optimal tax efficient rebalancing period and 20 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: 7.0%
Year To Date: 9.7% S&P 500: 16.6%
Beta: 1.02 Accuracy: 51.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CYBR 10/19/2018 64.44%
HEI 2/8/2019 61.31%
MASI 11/16/2018 38.81%

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