Archive Category: Infinite Momentum Alert Archive

When you are a “discretionary” investor, you are perpetually in “unknown territory.” You don’t have any way to know what comes next. You’re always guessing and speculating.

Congratulations on making it through your first “Refresh Day”! I hope the two “explainer” notes I wrote were helpful in preparing you for last Friday’s actions. Of course, if you still have any lingering questions or issues you’d like my help working through, I’m all ears and happy to assist.

Last Friday I shared a trading primer with you … where I did my best to explain how our strategy’s “Refresh Day” will go, and the choices you’ll be able to make. If you haven’t already, I would read that note before proceeding here. I anticipated receiving follow-up questions since this is a new strategy, and I know just how detail-oriented many of you (rightfully!) are. So after seeing the emails you’ve sent in since last Friday, I decided to write a “Part II” note to you today. In today’s note, I break down the actions you’ll want to take on Refresh Day into four easy steps.

It’s been the most-asked question since we launched Infinite Momentum Alert on September 20… How will the rebalances work? This is naturally a topic I’d already planned to cover. And today, we’re diving in! To be clear, we won’t make any changes to our portfolio today. I just want to explain well in advance what you can expect to see next Friday, October 20, when we refresh the portfolio.

I intend to do a “Member’s Mailbag” issue once a month for this service. I’ll try my best to group the topics I’ve been asked about into a logical, easy-to-follow “conversation” about the Infinite Momentum Alert strategy … how it works … and what we can expect of it. As we’re getting started on this journey together, I’ve received a lot of initial questions — which is, of course, to be expected! I’m so thankful for your interest in my work … in the Infinite Momentum Alert strategy … and for your eager participation in this service!