Since 2003, this portfolio has returned 612.4%, outperforming the market by 307.6% using its optimal monthly rebalancing period and 10 stock portfolio size.
This momentum strategy looks for companies with strong price momentum and EPS growth that is coupled with high return on equity and falling debt.
Year | Portfolio | S&P 500 |
2003 | 31.6% | 11.1% |
2004 | 5.9% | 9.0% |
2005 | 13.7% | 3.0% |
2006 | -15.2% | 13.6% |
2007 | 37.0% | 3.5% |
2008 | -45.0% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 12.5% | 23.5% |
2010 | 9.1% | 12.8% |
2011 | 20.9% | -0.0% |
2012 | 4.5% | 13.4% |
2013 | 51.6% | 29.6% |
2014 | 15.2% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | 2.4% | -0.7% |
2016 | 15.0% | 9.5% |
2017 | 57.2% | 19.4% |
2018 | -9.2% | -6.2% |
2019 | 25.1% | 28.9% |
2020 | 8.5% | 16.3% |
The Momentum Investor portfolio is based on the published writings of Validea