Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 309.9%, outperforming the market by 211.9%.


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: 16.4% JSE: 7.6%
Year To Date: -11.6% JSE: 4.9%
Beta: 0.41 Accuracy: 57.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SRE 7/26/2019 31.65%
ZCL 10/18/2019 11.69%
CLS 10/18/2019 4.99%

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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%