Archive Category: Infinite Momentum Alert Archive

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:

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!