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Martin Zweig Growth Screen 94 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 3.1% 0.5% -0.3% -3.7% - -0.7% -6.3% -0.3%
1 month 3.9% 4.8% 1.5% -5.6% - 1.9% -6.7% 2.2%
3 months 11.7% 5.9% -1.9% -13.4% - 8.1% -3.3% 2.7%
6 months -0.2% 14.2% -0.6% -24.2% - 6.5% 22.8% -0.3%
1 year 14.8% 36.2% -3.3% -32.2% -9.3% 18.4% 64.5% 4.2%
2 years 5.2% 46.6% -8.4% -36.4% -9.0% 8.8% 99.3% -1.0%
Annualised 11.2% 18.2% 12.0% 7.7% -1.4% 15.9% 27.8%
 
Risks
Max Drawdown -35.6% -17.2% -22.2% -43.5% -29.1% -24.6% -34.0%
Avg Holdings 11.5 23.1 20 16.3 0.4 24.7 2.7
Diversification Moderate Good Good Good Low Good Low