Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 131.0%, outperforming the market by 106.7%.


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: 10.5% TSX: 2.6%
Year To Date: -11.8% TSX: -9.5%
Beta: 0.68 Accuracy: 51.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ATD.B 10/19/2018 11.99%
ATZ 8/24/2018 8.79%
SMU.UN 9/21/2018 7.47%

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