Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 167.8%, outperforming the market by 106.6%.


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: 7.8% TSX: 3.7%
Year To Date: -16.5% TSX: -1.9%
Beta: 0.06 Accuracy: 50.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
FTT 5/26/2023 6.04%
NVA.R 8/18/2023 2.90%
ERF 8/18/2023 1.74%

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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%
LUC 79.15%
TRUL 78.39%
ACQ 78.37%