Archive Category: Infinite Momentum Alert Archive

I’m out of the office today, but I did want to pop in quickly and remind you that next Friday is our next scheduled “Refresh Day.” I’ll send out an email Thursday evening and Friday morning with specific instructions on which stocks to hold, sell and buy — as I always do, of course! Things could change, but so far, our portfolios are looking good for the current period. At last glance, both our “All Markets” and “Tech Titans” portfolios were positive and beating the benchmark average.

We were pleased to see our blended portfolio (i.e., “All Markets” and “Tech Titans” combined) net a return of 10.6% versus the average return of 7.9% from the four major U.S. indexes.

Just a quick update today as we head into the holiday weekend… First off, a sincere note of appreciation for those who gave the ultimate sacrifice in their fight for our country and the opportunities it affords the rest of us. Both of my grandfathers served in the military, and I realize how fortunate I was that they returned home safely. Not everyone is so lucky.

A close friend got me thinking about our approach here with Infinite Momentum Alert. He was trading a systematic options strategy I had developed, and he wondered if it was time to shift gears as uncertainty and tariff policy risk ramped up. It’s a totally reasonable response. Maybe similar thoughts have crossed your mind as you ride the current market’s highs and lows.

As you can see below, our system posted stellar performance in both our “All Market” and “Tech Titans” portfolios. First, though, I want to make note of the timeframe during which we populated these portfolios. April 4th was our scheduled “Refresh Day,” as we keep to a disciplined four-week rotation schedule.