Momentum persisting but where’s the “Santa rally”? – 16th December 2025 A mixed month for markets: The momentum story is almost unchanged from October. If we look at the top ten funds over 4, 12 and 26 weeks, they are almost unchanged with only the alternative energy funds moving out and more biotech
Steadying down, except for Gold! – CCT MMT - 28th October 2025 Last month’s “booom” is now having a bit of a break: The big momentum sector has been gold, with the top five risers in the month and last 6 months all being gold and gold linked funds: It is interesting also
Boooom!! – CCT MMT - 30th September 2025 Last month’s “nuanced story” is now looking less nuanced! With only the Dax indices going backwards, the US market has moved up setting new records We can always hear warning voices, in the Wall Street Journal for instance: The Market’s Riskier Than It Used to
ROTATION AWAY FROM THE US DEVELOPS AS A THEME – 28-08-25 A nuanced story this month! Whilst the US has produced a series of records over the month: the Nasdaq reached a new record, the Dow approaching all-time highs, and a really aggressive stance taken by investors buying stocks with borrowed money, but,
TRADE DEALS… BOOM! – 28-07-25 - MMT Analysis The positive momentum which started the month has carried through and the US markets and all the portfolios have moved up over the month. Is there value in the strategy? The following tables shows 1) Cumulative returns of the SWDA Index and 2) the relative
TACO! - 28-05-25 - MMT Analysis This is the 13th month of running our momentum portfolios. The positive momentum which started the month has carried through and THE US markets and all the portfolios have moved up over the month. The S&P and NASDAQ are now both up on the year to date.
TACO! - 28-05-25 - MMT Analysis This is the 11th month of running our momentum portfolios and performance has rebounded for all funds and the index. Is there value in the strategy? The following tables shows 1) cumulative returns of the SWDA Index and 2) the relative Cumulative performance of each fund over
Tariffs! - 28-04-25 - MMT Analysis This is the tenth month of running our momentum portfolios and performance has been poor for all funds and the index. What are the factors driving the performance? Here are the individual portfolios: The valuation date is unfortunate, in that US stocks have added nearly 6% in the
Slowing US Performance - 28-03-25 - MMT Analysis This is the tenth month of running our momentum portfolios and performance has been mixed again. However, for the 2nd month running our momentum experimental portfolios have all beaten the index. What are the factors driving the performance? Here are the individual portfolios: All portfolios
New Year, New Tariffs - 31-01-25 - MMT Analysis This is the ninth month of running our momentum portfolios and performance has been mixed again. Finally though, our momentum experimental portfolios have all beaten the index! What are the factors driving the performance? Here are the individual portfolios:
