Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 205.1%, outperforming the market by 105.5%.


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: 12.0% JSE: 7.3%
Year To Date: -27.5% JSE: -2.3%
Beta: 0.43 Accuracy: 56.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
PAN 6/26/2020 14.75%
SRE 4/30/2020 6.87%
AGL 6/26/2020 1.94%

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%