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Martin Zweig Growth Screen 81 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 -0.1% 1.0% 0.3% -4.3% - 4.0% 11.2% 0.8%
1 month -2.6% 4.2% 0.5% -5.3% - 5.4% 13.0% 1.9%
3 months 3.6% 4.6% 5.3% -9.9% - 2.9% 23.9% 2.9%
6 months 14.7% 17.0% 9.0% -15.1% 2.8% 13.2% 45.5% 10.9%
1 year -1.3% 18.5% -11.5% -20.0% -14.9% -7.1% 77.5% -3.5%
2 years 13.7% 41.1% -5.2% -10.0% -4.2% 17.3% 98.1% -0.1%
Annualised 11.2% 17.7% 13.2% 18.0% -1.6% 16.1% 28.9%
 
Risks
Max Drawdown -35.6% -17.2% -22.2% -28.0% -29.1% -24.6% -34.0%
Avg Holdings 11.8 23 21 16.6 0.5 24.8 2.7
Diversification Moderate Good Good Good Low Good Low