Archive Category: Infinite Momentum Alert Archive

We’re just a week away from our next Refresh Day — mark your calendars for next Friday, April 4. While we wait patiently and allow our portfolio holdings to do their thing, let’s tackle a great question I’ve pulled from the Member’s Mailbag this week…

The Infinite Momentum Alert strategy is built on three key investing factors that have been proven to generate long-term, market-beating returns in academic research and backtesting. Those factors are Quality, Value, and Momentum. Looking at the broader market … for more than two years now, Momentum has been in the driver’s seat — with mega-cap “Magnificent Seven” stocks clocking some outrageous gains.

I’ll cut to the chase… Today’s performance review isn’t as rosy as our last one. Whereas we locked in an outstanding 16.2% gain on our Tech Titans portfolio heading into early February, we suffered a loss of -9.7% last month. What happened?

Markets snapped back over the last week, with steep declines for some of the biggest leading stocks across various industries. Our Infinite Momentum strategy is already set to adapt during next week’s portfolio reset. But in the meantime I wanted to share a video update on the bigger picture of what’s actually happening in the stock market, and how we’re handling it.

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