How to Create a Momentum Model Portfolio Using Google Sheets (Woksheet Included)

Investors often search for strategies that consistently outperform the market. One such strategy is the Momentum Investing Model, where stocks that have shown strong recent performance are expected to continue outperforming. This blog post walks you through creating a Momentum Model Portfolio using Google Finance in Google Sheets, with automated data retrieval, ranking, and portfolio management.

🎯 What is a Momentum Strategy?

Momentum investing is a strategy where investors buy securities that have had high returns over a defined period and sell those that have performed poorly. This is based on the premise that trends persist, and strong performers tend to keep performing well.

✅ Key Factors in Momentum Strategy:

  1. Price Performance: Identify stocks that have outperformed the market in recent periods.
  2. Historical Comparison: Evaluate 15, 30, 60, and 90-day price changes.
  3. 200-Day Moving Average (200DMA): Compare current prices to their long-term trend.
  4. 52-Week Low and All-Time Low: Identify stocks with limited downside risk.

📊 Step-by-Step Guide to Building a Momentum Model Portfolio

📝 Step 1: Set Up Your Google Sheet

  1. Open Google Sheets.
  2. Create a new spreadsheet and label your columns:
    • Column A: Stock Ticker
    • Column B: Stock Name (Optional)
    • Column C: Current Price
    • Column D: % Change in 15 Days
    • Column E: % Change in 30 Days
    • Column F: % Change in 60 Days
    • Column G: % Change in 90 Days
    • Column H: 52-Week Low
    • Column I: All-Time Low (Manual Entry)
    • Column J: 200-Day Moving Average
    • Column K: Rank (Based on Lowest Change)

🔍 Step 2: Pull Stock Data Using Google Finance

Google Finance provides real-time and historical stock data directly in Google Sheets.

1️⃣ Column C: Current Price

=GOOGLEFINANCE(A2, "price")

2️⃣ Column D: % Change in 15 Days

=((GOOGLEFINANCE(A2, "price") - GOOGLEFINANCE(A2, "close", TODAY() - 15)) / GOOGLEFINANCE(A2, "close", TODAY() - 15)) * 100

3️⃣ Column E: % Change in 30 Days

=((GOOGLEFINANCE(A2, "price") - GOOGLEFINANCE(A2, "close", TODAY() - 30)) / GOOGLEFINANCE(A2, "close", TODAY() - 30)) * 100

4️⃣ Column F: % Change in 60 Days

=((GOOGLEFINANCE(A2, "price") - GOOGLEFINANCE(A2, "close", TODAY() - 60)) / GOOGLEFINANCE(A2, "close", TODAY() - 60)) * 100

5️⃣ Column G: % Change in 90 Days

=((GOOGLEFINANCE(A2, "price") - GOOGLEFINANCE(A2, "close", TODAY() - 90)) / GOOGLEFINANCE(A2, "close", TODAY() - 90)) * 100

📉 Step 3: Add Historical and Moving Average Data

6️⃣ Column H: 52-Week Low

=GOOGLEFINANCE(A2, "low52")

7️⃣ Column I: All-Time Low (Manual Entry)

  • Manually enter the lowest historical price if unavailable through Google Finance.

8️⃣ Column J: 200-Day Moving Average

=AVERAGE(ARRAYFORMULA(QUERY(GOOGLEFINANCE(A2, "close", TODAY() - 200, TODAY(), "DAILY"), "select Col2", 1)))

🥇 Step 4: Rank the Stocks Based on Momentum

To rank the stocks based on the lowest percentage change (which implies potential momentum reversal):

9️⃣ Column K: Rank Based on Lowest % Change

=RANK(D2, D2:D, 1)
  • Modify this formula to rank based on any desired period (e.g., 30 days, 60 days).

📊 Step 5: Create a Momentum Score for Portfolio Selection

For a comprehensive momentum score, take the average of all period changes:

=AVERAGE(D2:G2)

You can also rank them based on the average change:

=RANK(AVERAGE(D2:G2), D2:D, 1)

🎛️ Step 6: Define Your Investment Criteria

When finalizing your momentum model portfolio:

  • Buy Criteria: Choose top-ranked stocks with the highest positive momentum.
  • Sell Criteria: Exit stocks that show declining momentum or fall below the 200DMA.

📈 Step 7: Backtest and Refine Your Model

Before allocating capital, backtest your momentum strategy using historical data to assess its performance.

🧠 Pro Tips for Momentum Investing

✅ Set Periodic Review: Momentum changes dynamically, so rebalance your portfolio every 1-3 months.
✅ Track Drawdowns: Monitor stocks falling close to 52-week or all-time lows.
✅ Combine with Fundamental Analysis: Validate momentum stocks with fundamental strength.

🎉 Final Thoughts

Building a Momentum Model Portfolio using Google Sheets can automate your investment decisions and ensure that you consistently follow a data-driven strategy. By combining price performance, moving averages, and historical lows, you can develop a robust system that identifies winners while managing risk effectively.

💡 Ready to create your own momentum model? Start today and optimize your portfolio for long-term success!

📢 Leave a Comment!

Have questions or need help setting up your Google Sheets? Drop a comment below or share your thoughts on momentum investing!

✨ Happy Investing! ✨

Momentum model portfolio woksheet




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