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Martin Zweig Growth Screen 92 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 -2.6% 1.5% 1.2% 0.3% 0.4% -3.2% 5.8% -0.6%
1 month -8.2% 0.8% 1.8% 5.8% -10.6% 3.5% 8.4% -2.5%
3 months -13.4% -0.0% -7.4% -3.3% -14.9% -4.2% 20.6% -5.9%
6 months -15.1% -0.8% -9.0% -7.5% -12.7% -20.6% 27.2% -10.7%
1 year -13.6% 7.2% -4.5% -6.2% -6.0% -7.4% 34.0% -8.0%
2 years 15.0% 41.6% 0.2% 39.7% -1.0% 23.5% 61.2% -0.1%
Annualised 9.9% 15.8% 15.4% 29.1% -0.7% 15.1% 18.8%
 
Risks
Max Drawdown -35.6% -17.2% -18.4% -28.0% -29.1% -24.6% -34.0%
Avg Holdings 12 23 21.9 17.9 0.5 24.8 2.9
Diversification Moderate Good Good Good Low Good Low