Archive Category: Infinite Momentum Alert Archive

If you’re just here for the headline numbers … I’m pleased to report our Infinite Momentum portfolio gained 3.4% last month compared with a negative 1.9% return from the four major benchmark indexes. That’s great – your money is continuing to compound at a rate well above the market’s! But there’s a bigger shift at play within the tech space that’s worth looking at more closely …

When I launched Infinite Momentum, I put a lot of thought into naming our strategy. Longtime readers know I’ve always compared the model to a relay race. My system identifies “runners” who are primed to sprint ahead.

When we refreshed the portfolio two weeks ago, we added seven new stocks to our All Market portfolio. High turnover like that is normal. In any given cycle, we could potentially see all 10 stocks replaced. But it’s definitely on the high side of normal. In most months, we tend to only replace four or five stocks.

Last cycle was strong for us. Our All Markets portfolio performed roughly in line with the broader S&P 500 Index, while the Tech Titans really knocked the ball out of the park. It beat all major market indexes as well as the venerable “Magnificent Seven.” Taken together, our two portfolios nearly doubled the return of our benchmarks.

We’re three weeks into our trading cycle, with one week left to go before Refresh Day. Let’s take a quick look at how the portfolios are performing, and then I’ll get to answering some questions that have come in over the past couple weeks. If you have questions of your own… or just want to share a monster trade or two you’ve made in Infinite Momentum… please drop me a line at infinite@moneyandmarkets.com.