What is Momentum Investing? Momentum investing is a strategy that aims to capitalize on the continuance of existing trends in the market. It involves buying stocks that have performed well…
Tag: Momentum Investing
Twin Momentum: Combining Price and Fundamental Momentum
Twin Momentum is a unique investing approach that combines two powerful momentum factors to identify stocks with strong potential for outperformance. Validea’s Twin Momentum strategy is based on the research…
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…
Value, Momentum and Launching ETFs with Wes Gray
In this episode, we are joined by Wes Gray, founder of Alpha Architect and ETF Architect. We cover his biggest lessons from growing the businesses from a startup to over…
For 20 Years, Momentum Investing Has Struggled
20 years ago, Morningstar changed the methodology for their mutual-fund ratings, and since then strategies that employ momentum-stock investing have struggled to find success, contends an article in The Wall…
What Investors Need to Know About Momentum Investing
In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
Twin Momentum: Combining Price Momentum & Fundamental Momentum Into One Top Quant Model
In this week’s Screen of the Week, we highlight the Twin Momentum model on Validea, which is a academic model developed by researcher including Dashan Huang. The model combines fundamental…
Show Us Your Portfolio: Gary Antonacci
In this episode, we speak with Optimal Momentum founder and author of “Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk” Gary Antonacci about the process he…
Rebalancing At Momentum ETF Offers Clues To Beat Market
Late last month, the iShares MSCI USA Momentum Factor ETF, which offers maximum exposure to the momentum factor, was rebalanced, offering clues to market-beating strategies, contends Ryan Jackson, a Manager…
The Core Principles of Momentum Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Momentum can be one of the more challenging factors for investors to understand. Since we are investing in businesses when we buy a stock, we are…