Archive Category: Infinite Momentum Alert Archive

A few months back, a member of my team asked a poignant question about our Infinite Momentum Alert portfolio:

Today’s update is an exciting one! Not only will we review the performance of our first “Tech Titans” portfolio, but I’ll also answer two questions from the Infinite Momentum Alert inbox. Spoiler alert: The “Tech Titans” portfolio performed superbly!

We’ve only been in the new “Tech Titans” portfolio for three weeks now, but you’re already sending me some great feedback on the new addition.

Our new large-cap “Tech Titans” portfolio is off to a phenomenal start, with all 10 Nasdaq stocks showing a positive return in the first two weeks. And with President Trump’s pro-business administration now back in office, our new portfolio should continue to outperform well into the future. But I’ve also received some questions about this new strategy, and I want to address your questions in this week’s update. We’re going to be taking a closer look at small caps vs. large caps, and some of the surprising benefits of a mixed strategy like the one we’re using in 2025.

The “see-saw” action between small caps and large caps continues… As I write, the small-cap Russell 2000 index (IWM) is up 2.6% from the open on January 10 — the best of all four broad U.S. stock indexes we track. That’s a reversal of the relationship in the prior four weeks, where IWM lost nearly twice as much as QQQ (the ETF tracking the Nasdaq 100).