Archive Category: Infinite Momentum Alert Archive

As a data-driven investment strategist, I do my best to take political rhetoric with a grain of salt. Instead, I let the numbers do the “talking.” Let me give you a quick example …

The evidence is mounting… An epic rally in small-caps stocks is about to be unleashed. I don’t expect our large-cap “Tech Titans” portfolio to become a total slouch as this happens. But I’ll bet our unconstrained, small-cap leaning “All Markets” portfolio will strongly outperform over the next six to 12 months.

We talked a few weeks ago about the higher volatility we experience in our small-cap leaning “All Markets” portfolio relative to the “Tech Titans” portfolio. Weathering that volatility comes with a benefit, though: higher returns. Today, we’ll explore another benefit I see in the All Markets portfolio … a benefit that relates to sector diversification, or concentration, depending on how you look at it.

Are we on the verge of a massive, bullish breakout in small-cap stocks? Two data points point to the answer being, yes! First, a piece of analysis from Bespoke Investment Group …

I noted last week how earnings season was spurring big price moves in some of our holdings…