Archive Category: Infinite Momentum Alert Archive

In last month’s performance review, we talked about how a concentrated portfolio like ours can produce “up” months while the market suffers a “down” month. It’s a wonderful thing when it happens! But since the stock market tends to be up more than half the time on a monthly basis … it’s also important that a systematic strategy can outperform during the market’s “up” months, too.

I need to keep today’s update brief, but I didn’t want to leave you hanging… Our Infinite Momentum Alert portfolio is currently chugging along, with an average gain of 9.4% across all 10 positions.

It’s time for another Member’s Mailbag! We have a robust running list of questions over the last four weeks, so thanks to everyone who wrote in. I’m eager to answer your questions and fulfill on your request as best as my team and I can. So let’s dig in…

I’ve written before about how investing in smaller companies has historically given investors a chance to beat the market. In this March 1 piece, I explained why small-cap stocks have offered a premium return:

One thing that was a pleasant surprise when I developed our Infinite Momentum system was that it produced, on average, positive gains in both “up” and “down” markets. Here, an “up” market is any time the benchmark S&P 500 was, well, up during the strategy’s four-week holding period. And of course, it’s considered a “down” market any time the benchmark declines.