Duplicate

Martin Zweig Growth Screen 157 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 4.3% 6.1% 1.7% 2.2% - 7.8% 7.8% 2.6%
1 month -1.6% 1.5% 2.9% 7.4% -3.7% 21.8% 12.0% 2.8%
3 months 18.4% 6.7% 5.0% 15.5% -23.1% 17.6% 12.0% 0.6%
6 months 78.2% 33.7% 15.9% 26.6% -38.5% 19.4% -7.3% 14.9%
1 year 120.0% 99.3% 38.9% 97.2% -21.2% 65.4% -4.9% 18.4%
2 years 93.4% 102.3% -4.8% 5.5% -34.7% 65.5% -39.1% -6.9%
Annualised 17.1% 23.4% 8.9% 14.9% -9.0% 21.4% 1.7%
 
Risks
Max Drawdown -48.8% -37.1% -46.3% -58.4% -56.8% -24.8% -70.9%
Avg Holdings 10.6 23.4 18.7 15.8 0.6 24.8 2.3
Diversification Moderate Good Good Good Low Good Low