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Martin Zweig Growth Screen 93 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 3.8% 3.2% -0.6% 1.8% - 0.6% 3.6% 0.3%
1 month 3.1% 1.9% 1.1% 2.2% - 5.0% 4.2% 1.9%
3 months 11.1% 4.4% 0.6% -3.1% - 11.0% 15.6% 7.1%
6 months 10.1% 21.7% 1.1% 6.3% -17.1% 13.9% 38.1% 5.8%
1 year 0.3% 20.3% -1.3% -10.7% -9.6% -2.8% 64.7% 1.8%
2 years 19.4% 53.7% -0.1% 3.4% -4.2% 20.3% 82.4% 4.9%
Annualised 11.9% 17.9% 13.9% 23.5% -1.7% 17.0% 23.7%
 
Risks
Max Drawdown -35.6% -17.2% -22.2% -28.0% -29.1% -24.6% -34.0%
Avg Holdings 11.8 22.9 21.4 17 0.5 24.8 2.8
Diversification Moderate Good Good Good Low Good Low