Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 297.8%, outperforming the market by 198.4%.


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: 16.3% JSE: 7.9%
Year To Date: -14.2% JSE: 5.7%
Beta: 0.41 Accuracy: 57.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SRE 7/26/2019 14.96%
MTM 9/20/2019 3.06%
OAS 7/26/2019 1.19%

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
** 180.60%
** 160.77%
** 88.68%
CML 75.16%
EOH 72.55%