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Martin Zweig Growth Screen 110 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 -1.6% -3.3% 3.0% -0.8% 1.3% -1.5% 3.3% -1.0%
1 month 1.3% -1.2% 2.0% 4.1% 5.6% -3.1% 2.7% -0.3%
3 months -2.4% -0.3% 4.4% -1.0% 6.4% -7.9% 6.9% -0.9%
6 months 6.0% 0.1% 11.6% 5.1% 13.6% -1.5% 11.1% 5.9%
1 year 9.8% 16.8% 15.2% 20.7% 11.7% 14.1% 14.4% 3.9%
2 years 53.8% 53.9% 39.3% 78.6% 13.5% 32.2% 1.4% 10.5%
Annualised 13.0% 16.8% 20.3% 39.4% 7.5% 21.8% 12.2%
 
Risks
Max Drawdown -35.6% -17.2% -18.4% -20.2% -17.2% -13.7% -34.0%
Avg Holdings 12.1 22.9 22.1 18 0.5 24.8 3
Diversification Moderate Good Good Good Low Good Low