Duplicate

Martin Zweig Growth Screen 99 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.

To learn more about this strategy please click here »

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

We have no Product Description at this time.

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


Can these rules be improved? Submit a suggestion »
Want to make your own version? Create a Duplicate

Performance Tracking


Returns FTSE 100
1 week 1.8% 3.2% -0.0% 5.4% -2.5% 2.6% 6.7% 0.8%
1 month -8.1% -5.3% -6.0% -13.5% -0.8% -6.6% 4.6% -3.9%
3 months -8.2% -6.3% -13.0% -14.7% -3.1% -14.2% 9.0% -8.3%
6 months -9.8% -1.9% -2.6% -16.7% 6.7% -14.1% 22.1% -3.8%
1 year -7.7% 7.6% -8.7% -12.6% 7.3% -0.0% 16.9% -6.3%
2 years 30.2% 44.0% 8.4% 11.0% 13.0% 12.4% 21.3% 0.4%
Annualised 11.1% 15.3% 15.3% 25.2% 4.6% 15.0% 14.7%
 
Risks
Max Drawdown -35.6% -17.2% -18.4% -28.0% -17.2% -24.6% -34.0%
Avg Holdings 12.1 22.9 22.1 18.1 0.5 24.8 2.9
Diversification Moderate Good Good Good Low Good Low