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Martin Zweig Growth Screen 92 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 1.5% -2.7% -2.2% -2.6% - -1.5% -1.2% 1.3%
1 month -0.1% -2.5% -6.6% -4.7% - -0.2% 5.8% -1.2%
3 months -1.1% 0.6% -7.9% -13.4% - 3.6% 8.8% -3.5%
6 months -1.7% 8.3% -6.4% -22.4% - 4.9% 45.2% -2.3%
1 year 6.8% 31.4% -3.8% -15.8% -17.3% 20.1% 101.7% 3.4%
2 years -0.6% 41.2% -11.4% -27.6% -9.0% 18.5% 127.4% -3.8%
Annualised 10.6% 17.5% 11.4% 11.3% -1.4% 16.1% 32.7%
 
Risks
Max Drawdown -35.6% -17.2% -22.2% -37.8% -29.1% -24.6% -34.0%
Avg Holdings 11.6 23.1 20.2 16.5 0.4 24.7 2.7
Diversification Moderate Good Good Good Low Good Low