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Martin Zweig Growth Screen 93 Qualifying

Martin Zweig Growth is a growth at a reasonable price investing strategy based on an approach explained by US investor Martin Zweig in his book, Winning on Wall Street. It combines a focus on growth characteristics, value attraction and market timing. It uses various measures of earnings and sales growth and uses the price-to-earnings ratio as a valuation tool. Zweig's strategy also looks for relatively strong price action. Zweig wrote: "I've found that investors who rely on crystal balls frequently wind up with crushed glass. I'm satisfied if I can predict a market trend, get in tune with it and stay with that trend for as long as it lasts." Zweig was a reputed US money manager back during 1990s as well as an investment newsletter writer. During the 15 years that it was monitored (1980 - 1995), his newsletter returned an average of 15.9% per year.

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This is an independent study based upon the methods of...
Picture of Martin Zweig

Martin Zweig

Reputed US growth money manager in the 1990’s & investment newsletter writer. Author of “Winning on Wall Street”.

Winning on Wall Street

by Martin Zweig

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This screen uses the following criteria:

  • P/E < 1.5 x Median P/E
  • P/E > 5
  • Sales 3y CAGR % > 15
  • EPS 3y CAGR % > 15
  • EPS Gwth % > 0
  • EPS Gwth % 1y Ago > 0
  • EPS Gwth % 2y Ago > 0
  • RS 1y > 0
  • Debt To Assets % < Median Debt To Assets %

Results are sorted by:

  • RS 3m in descending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week 17.3% 9.0% -4.5% -8.7% 11.7% 9.9% 1.5% 6.2%
1 month -35.2% -25.0% -26.8% -28.8% -7.1% -9.9% -45.6% -18.9%
3 months -28.2% -24.0% -34.2% -20.6% -21.6% -18.4% -63.6% -27.9%
6 months -18.3% -9.4% -32.3% -34.6% -21.6% -17.6% -66.2% -25.8%
1 year -15.5% 2.0% -30.4% -45.6% -21.6% -7.1% -47.6% -23.4%
2 years -18.8% 15.4% -35.5% -45.9% -28.7% -13.2% -26.5% -21.3%
Annualised 7.2% 14.8% 3.8% 0.4% -7.1% 9.5% -2.4%
 
Risks
Max Drawdown -48.8% -37.1% -46.3% -56.5% -56.8% -29.2% -70.9%
Avg Holdings 11.4 23.2 20 15.9 0.4 24.7 2.6
Diversification Moderate Good Good Good Low Good Low