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Martin Zweig Growth Screen 82 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 -0.0% 0.1% 2.6% -2.1% - 1.7% -0.8% 1.5%
1 month 3.9% 5.1% 3.7% -14.9% - 3.7% 14.8% 5.0%
3 months 3.2% 19.5% 1.8% -10.4% -11.5% 7.9% 28.1% 2.3%
6 months -4.4% 16.5% -10.1% -23.0% -19.0% -4.6% 44.8% -5.8%
1 year 1.5% 17.5% -0.2% -17.8% -9.0% -6.2% 61.4% -0.2%
2 years 19.5% 51.7% -1.1% 5.2% -4.2% 18.0% 86.8% -1.0%
Annualised 11.4% 18.5% 15.0% 20.8% -1.8% 15.6% 25.2%
 
Risks
Max Drawdown -35.6% -17.2% -22.2% -28.0% -29.1% -24.6% -34.0%
Avg Holdings 11.9 22.9 21.7 17.5 0.5 24.8 2.9
Diversification Moderate Good Good Good Low Good Low