Many investors have come to accept the fact that the major factors like value and momentum will produce excess returns over the long-term. But what if the fact that these…
Search Results for: momentum
As the S&P 500 nears Pre-Pandemic High, Retail Investors See Big Gains
…far,” it is still unclear what the outcome will be. According to Jeffries global equity strategist Sean Darby, the retail investor “craze” has involved “a lot of momentum trading and…
The Pros and Cons of Direct Indexing
…can require positions to be sold that have taxable gains. That reduces tax efficiency. For example, if a high momentum stock sees its momentum break and that position has a…
Mutual Fund Past Performance Predicts Future?
…because momentum—the tendency for stocks that yielded high returns in the past year to do well in the following year—was a bigger contributor years ago, but has weakened in recent…
Tesla’s Momentum ‘A Powerful Force’ that Leads Stock Market Surge
Tesla is among a small group of stocks whose recent surge has pushed the broader market higher, causing worry among some analysts. This according to a recent article in…