Momentum Investor

A momentum model developed by Validea

Since 2010, this portfolio has returned 177.3%, outperforming the market by 138.2%.


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: 11.7% TSX: 3.7%
Year To Date: 18.5% TSX: 14.6%
Beta: 0.68 Accuracy: 53.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
DRG.UN 7/26/2019 17.10%
EQB 8/23/2019 12.01%
CSU 8/23/2019 6.88%

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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%