A $15.3 billion ETF—BlackRock’s iShares MSCI USA Momentum Factor—suffered losses due to the timing of a rebalance. This according to a recent article in Bloomberg. The BlackRock ETF reportedly “went…
Search Results for: momentum
Amplifying Momentum’s Alpha Potential
…price performance, and perhaps more importantly avoiding those stocks that aren’t performing well. Momentum’s Bottomline This is not to say using momentum doesn’t come with risks. Momentum stocks can be…
Five Value Investing Principles that Still Stand
…runs, and that discretion is warranted. He argues that momentum strategies present a challenge in that “investors expose themselves to sharp reversals when fortunes turn,” and further, that “momentum ignores…
Ken Fisher Weighs in on Meme Stocks
…meme-stock trading to “an age-old game called a momentum play,” which he described as “a lot like musical chairs,” an approach usually deployed late in a market cycle that is…
Here’s Why the Value Rally Maybe Just Resting For Now
…earnings growth for the cyclical businesses that are represented in the value stock group. He also noted that the earnings momentum of growth stocks (particularly tech) relative to the broader…
Why It’s Time to Buy Momentum Stocks
Momentum stocks have underperformed recently, but that may be about to change. This according to a recent article in Barron’s. In 2021, the article reports, the momentum ETF has “gained…
Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds
…commodities, gold, and real estate) that have the highest momentum. When a significant number of the total assets in its universe are in a downtrend, it will begin investing in…
Robinhood and What Some Say Buffett is Missing
…provide a structure that can offer “passive exposure to private equity and venture capital.” According to the article, the satellite approach also underscores the rise of momentum strategies, “another profound…
ETFs Inspired by Quants Beating the S&P 500
…Bloomberg article that adds, “as the safety trade in big tech eases, equity gains are broadening and popular allocation styles like momentum are rebounding.” The article quotes CFRA Research director…
Some Thoughts on Low Volatility Investing
…strategies that are easy to understand can be a doubled-edged sword, though, because it can lead me away from factors like momentum that are supported by equally strong evidence. Even…