Archive Category: Infinite Momentum Alert Archive

Oomph. This one hurts. It’s not the first time one of our four-week portfolios has suffered a loss, while otherwise, the broader market did just fine… But it’s a particularly striking example of that unfortunate scenario.

One key feature of a fully systematic investment strategy is that it allows you to avoid being reactive to the news. We have set dates on which we evaluate our portfolio for potential changes. For us in Infinite Momentum Alert, that’s once every four weeks — always on a Friday.

This week’s issue of Infinite Momentum Alert is a must-read — so please follow along closely.

I’m pleased to report… Our concentrated, small-cap-leaning portfolio of 10 stocks doubled the performance of its blended benchmark last month, gaining a solid 5%. This is something to celebrate, for sure!

Whenever I discuss trading systems like Infinite Momentum with folks, almost everyone ends up asking the same question: If you’re the one designing the system, then why not design it to win as often as possible? It makes sense, too.