Archive Category: Infinite Momentum Alert Archive

I would normally have our monthly Infinite Momentum Alert portfolio review ready for you today, but I’ll have to postpone that until next Friday. If you missed last week’s recommended portfolio rotation, click here to get caught up. Next week, I’ll walk through how our portfolio performed over the previous four-week holding period.

Folks, the next Fed meeting is just five days away! A rate cut is nearly guaranteed; it’s only a matter of how big it will be.

September 22 will mark the one-year anniversary of welcoming our first charter members to Infinite Momentum Alert. And over the last year, we’ve learned a great deal about applying this radical new investing system to a changing marketplace. We’ve locked in a number of substantial gains, like our 85% gain on Tutor Perini (NYSE: TPC), our 43% gain on American Superconductor (Nasdaq: AMSC), and our 34% gain on Teekay Tankers (NYSE: TNK). We’ve also faced some headwinds as volatility rocked the market.

As you’ll see in the table below, our 10-stock portfolio netted a 1.1% return over the four-week holding period between July 26 and August 23. That’s a positive result … not hugely positive, of course. But as I’ll show you next week in my separate performance review of our first year trading the Infinite Momentum strategy, every little bit counts … and even a small- to medium-sized edge over the market can produce a tremendous total return advantage over the long run.

When an investor can compound capital at an annual rate north of 30%, the long-run returns become truly eye-popping. Do that for 25 years, and you’re talking about a total return in excess of 150,000%. That’s enough to turn a $10,000 starting stake into $15 million.