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Martin Zweig Growth Screen 103 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 1.0% -1.0% 1.3% -3.7% - 0.4% 1.9% 0.9%
1 month -5.2% -0.9% -0.3% -9.5% - -1.8% 1.2% -5.1%
3 months -9.3% 6.3% -0.6% -18.4% - 1.9% 30.1% -2.8%
6 months -3.6% 6.6% -3.7% -13.5% - 5.7% 42.3% -0.7%
1 year -8.3% 21.0% -13.8% -33.3% -20.4% 0.4% 86.9% -5.9%
2 years 0.3% 43.8% -0.2% -20.8% -12.0% 13.8% 125.9% -3.4%
Annualised 10.2% 17.8% 12.7% 12.0% -1.5% 15.0% 32.4%
 
Risks
Max Drawdown -35.6% -17.2% -22.2% -36.6% -29.1% -24.6% -34.0%
Avg Holdings 11.7 23 20.6 16.5 0.4 24.8 2.7
Diversification Moderate Good Good Good Low Good Low