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Martin Zweig Growth Screen 121 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 4.2% -2.5% -2.3% -4.3% - -1.6% -4.6% 1.2%
1 month -16.1% -10.6% -12.7% -15.4% - -3.4% -24.2% 2.0%
3 months -21.8% -5.9% -13.9% 7.2% 1.2% -3.3% -24.5% 0.6%
6 months -49.1% -21.3% -24.9% 23.6% -17.2% -10.4% -24.5% 3.0%
1 year -31.8% -20.0% -10.5% 67.2% -6.0% -12.2% -56.3% 7.2%
2 years 55.6% 22.7% 25.9% 257.9% -31.1% 17.3% -72.6% 25.7%
Annualised 12.0% 16.5% 6.4% 25.0% -8.4% 13.4% -15.7%
 
Risks
Max Drawdown -55.7% -37.1% -46.3% -58.4% -56.8% -24.8% -87.7%
Avg Holdings 9.9 23.4 19.7 16.1 0.6 24.8 2
Diversification Moderate Good Good Good Low Good Low