Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 237.9%, outperforming the market by 167.9%.


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: 13.5% JSE: 5.7%
Year To Date: -19.7% JSE: -16.8%
Beta: 0.43 Accuracy: 56.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TTO 4/3/2020 65.60%
EFG 4/3/2020 5.92%
VOD 4/3/2020 1.22%

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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%