Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 217.8%, outperforming the market by 131.2%.


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: 8.8% TSX: 4.6%
Year To Date: 13.6% TSX: 5.0%
Beta: 0.06 Accuracy: 50.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
DSG 11/10/2023 19.74%
SIL 3/28/2024 18.38%
SII 2/2/2024 7.88%

Want to see all ten stock picks in this portfolio? Sign up today for a risk-free trial.

Sign Up Today

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
GSY 165.38%
** 88.93%
HPS.A 80.48%
LUC 79.15%
TRUL 78.39%