Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 281.9%, outperforming the market by 173.6%.


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: 16.5% JSE: 8.7%
Year To Date: -17.7% JSE: 10.3%
Beta: 0.41 Accuracy: 58.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
AEL 11/16/2018 29.89%
ARI 5/31/2019 9.83%
VLE 4/5/2019 5.83%

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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%