Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 237.5%, outperforming the market by 143.7%.


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: 9.1% TSX: 4.9%
Year To Date: 20.7% TSX: 9.1%
Beta: 0.07 Accuracy: 51.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SIL 3/28/2024 42.08%
K 4/26/2024 33.12%
DSG 11/10/2023 28.23%

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