Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 150.8%, outperforming the market by 118.7%.


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: 11.9% TSX: 3.4%
Year To Date: -4.2% TSX: -3.9%
Beta: 0.67 Accuracy: 52.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CFX 5/4/2018 25.70%
ATZ 8/24/2018 16.65%
SMU.UN 9/21/2018 1.81%

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
** 88.93%
LUC 79.15%
ACQ 78.37%
** 71.97%
** 63.59%