President Elect Trump and the US Dominate the Month - MMT Analysis - 21-11-24 This is the sixth month of running our momentum portfolios and performance has been mixed again: What are the factors driving the performance? Here are the portfolios: Last month we had a range of different drivers. In November we
A Month of Mixed Returns - MMT Analysis - 24-10-24 This is the fifth month of running our momentum portfolios and performance has been mixed again: What are the factors driving the performance? Here are the portfolios: After a painful August and September, October has bounced back, but not uniformly. There have been
A Soft Landing or a Hard Landing - MMT Analysis - 24-09-24 This is the fourth month of running our momentum portfolios and performance has already begun to diverge: What are the factors driving the performance? Here are the portfolios: After August’s painful lesson, the bad performance continues in September. It remains to
Summer Stock Volatility - MMT Analysis - 22-08-24 This is the third month of running our momentum portfolios and performance has already begun to diverge: Oh dear! The problem with momentum is that it outperforms on the upside and the downside! What are the factors driving the performance? Here are the portfolios: August
Tech, Trump and Gold - MMT Analysis - 18-07-24 This is the second month of running our momentum portfolios and performance has already begun to diverge. On a cumulative basis both portfolios are ahead of the MSCI World, but we can already see the volatility in this strategy! What are the factors driving
Market Momentum Tracker Analysis - 24-06-24 Following our initial blog, we’ve started setting up monthly portfolios. The approach we took was to make it diversified – taking top performers from four different segments to reduce volatility. This presents real problems at the moment as momentum is so concentrated in technology. This feeds through to
Market Momentum Tracker Analysis - 28-05-24 Sector Momentum ranking 1 = sector with most funds in top 100 performers The table shows which category of funds- in this case UK Equity Income- had the largest proportion of funds in the top one hundred performers over the last four weeks. This is “rank 1”.
Momentum Investing and the Market Momentum Tracker At Capital City Training, we’ve been looking into the concept of momentum investing, its history, practice and whether it actually works or not! With momentum investing, the idea is simple: buy what has performed well, then hold it until it stops performing. One the most well-known
