The top 20 clearest trending US stocks - with dominant returns over UK small and mid caps

This week I had an email from a long-term subscriber whose SIPP has grown by 82% year to date. He’s very much a “quality and momentum” investor, who expanded his horizons to North American markets a number of years ago when he felt the growth prospects were poor for UK stocks. It’s been tremendously successful for him, with his biggest SIPP winner year to date being Celestica - a Canadian provider of Cloud Infrastructure for Google and Facebook - returning 743%. “I would never have found those companies without Stockopedia”.

I have to admit I have as much home bias as anyone, and haven’t participated enough in the US market gains. Knowing the UK markets well, and how to craft returns from them has worked, and I am cautious with the high valuations inherent in US stocks. Nonetheless, I do keep kicking myself when I hear of growth company stories like this.  What our companies struggle to achieve in a decade, it seems like American companies can achieve in a year.  

So I thought I’d finish up this triptych of articles on Trended Momentum with a look at the USA.

How have the May list of 20 US stocks performed?

Back in the...