Archive Category: Infinite Momentum Alert Archive

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.

One of the greatest strengths of our Infinite Momentum Alert system is that it’s almost entirely “non-discretionary,” essentially having a mind of its own. Sure, I built the system using decades of my own research, and my Chief Research Analyst Matt Clark helped me set the exact specifications for each acquisition. But for the most part, the system is automated — and that’s a massive advantage in markets like this. Because it means that the Infinite Momentum Alert system can’t be distracted by an exciting headline … and it can’t get attached to any position for too long, since we reassess and rotate the portfolio monthly.

Last August, we had a discussion on whether sector concentration is a “good” or “bad” thing. The question we’re asking is… If our system tells us to buy five, six or even seven, say, “homebuilder” stocks … should we do it? Or, should we buy fewer homebuilder stocks, so that our 10-stock portfolio isn’t so heavily concentrated in one sector?