Momentum Investor

A momentum model developed by Validea

Since 2003, this portfolio has returned 428.0%, outperforming the market by 204.3% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

Momentum
S&P 500
* Returns are model returns and do not reflect actual trading. Full performance disclaimer

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: 10.3% S&P 500: 7.1%
Year To Date: -8.6% S&P 500: -0.4%
Beta: 0.95 Accuracy: 51.3%
Full Return History

The Momentum Investor portfolio is based on the published writings of Validea

Portfolio Holdings


Ticker Date Added Return
FTNT 12/13/2019 26.30%
PFSI 8/23/2019 61.02%
REGN 6/26/2020 3.21%
EA 4/3/2020 31.07%
MTH 6/26/2020 38.54%
CIEN 4/3/2020 42.76%
DHI 6/26/2020 21.78%
POWI 5/1/2020 23.61%
KNSL 5/1/2020 37.41%
NFLX 4/3/2020 35.04%
PGR 4/3/2020 15.12%
GOOGL 10/18/2019 20.83%
XPEL 4/3/2020 72.58%
SLP 4/3/2020 87.93%
TROW 3/6/2020 14.72%
HLI 10/18/2019 19.30%
YUMC 8/23/2019 23.56%
CTXS 4/3/2020 -2.33%
DIOD 9/20/2019 27.35%
INTC 5/1/2020 -14.32%

Latest Changes

Last Rebalancing: 7/24/2020  Next Rebalancing: 8/21/2020

Additions Deletions

Current Top Rated Stocks

The stocks that would be in this portfolio if it were rebalanced today.

Ticker Current
Score
REGN 100%
BABA 100%
PFSI 100%
FTNT 100%
FIX 89%
DHI 89%
MTH 89%
PHM 89%
LGIH 89%
TNET 89%
ABC 89%
AMRC 89%
SCPL 89%
POWI 89%
DAR 89%
LOGI 89%
TER 89%
NDAQ 89%
CDNS 89%
FF 89%
Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.