Archive Category: Infinite Momentum Alert Archive

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?

Over the past week, markets have seen unprecedented volatility, with President Trump’s aggressive new tariff policies taking shape in real-time. This is a challenging environment for investors… But it’s also the kind of environment where a systematic approach like ours can become an invaluable tool for consistently beating the market, as you’ll see in today’s video update.

We’re just a week away from our next Refresh Day — mark your calendars for next Friday, April 4. While we wait patiently and allow our portfolio holdings to do their thing, let’s tackle a great question I’ve pulled from the Member’s Mailbag this week…

The Infinite Momentum Alert strategy is built on three key investing factors that have been proven to generate long-term, market-beating returns in academic research and backtesting. Those factors are Quality, Value, and Momentum. Looking at the broader market … for more than two years now, Momentum has been in the driver’s seat — with mega-cap “Magnificent Seven” stocks clocking some outrageous gains.