Archive Category: Infinite Momentum Alert Archive

I’ve written many times about what we should expect from a concentrated, systematic portfolio … “different” results, relative to a passive equity benchmark. Of course, “different” can go both ways – for you or against you. In practice, we never know whether we’ll beat the benchmark on any given week or month. But over time, we expect the edge we have in our strategy to reveal itself and allow us to outperform a buy-and-hold approach.

Happy Independence Day, and Happy Birthday, America! Since today is a very special holiday and I’m currently on vacation with the family, I’ll keep this week’s update brief… Our Infinite Momentum Alert model portfolio is doing well following last week’s rotation.

I’m out of the office today, but I did want to pop in quickly and remind you that next Friday is our next scheduled “Refresh Day.” I’ll send out an email Thursday evening and Friday morning with specific instructions on which stocks to hold, sell and buy — as I always do, of course! Things could change, but so far, our portfolios are looking good for the current period. At last glance, both our “All Markets” and “Tech Titans” portfolios were positive and beating the benchmark average.

We were pleased to see our blended portfolio (i.e., “All Markets” and “Tech Titans” combined) net a return of 10.6% versus the average return of 7.9% from the four major U.S. indexes.

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.