There is an abundance of research data regarding how investors can maximize returns, but it doesn’t necessarily translate into real-world results, according to a recent Morningstar article. Alex Bryan, Morningstar’s…
Tag: Momentum Investing
Adding Momentum to Your Portfolio
The tendency of recent market performance to persist, an effect known as momentum, has been pervasive even though it is a “blatant violation” of what you would expect in an…
Momentum Investing is Back, At Least for Now
The strategy of buying whatever sector has had the greatest price or earnings gains in the past twelve months seems to have come back in fashion, according to a recent…
The Payoff and Perils of Momentum-based Stocks
Many investors follow momentum-based methods or approaches when investing in equities, but does momentum investing actually work and what are the results? This is the basis for a recent AAII…
Market Shifting From Momentum to Value
A pair of brief pieces in Barron’s, one by columnist Jack Hough and the other on behalf of JPMorgan, discuss the implications of the recent selloff in momentum stocks. As…
Adding an Acceleration Factor to Momentum Investing
In a post on the CFA Institute’s Enterprising Investor blog, Joachim Klement of the CFA Institute Research Foundation highlights research suggesting that “one can improve the results of traditional momentum…
AQR's Asness on Fama, Momentum Investing and More
Clifford Asness, Managing and Founding Principle of AQR, writes in his “Cliff’s Perspective” blog about Nobel Laureate and Professor Eugene Fama’s views on momentum investing. Asness is a believer in…
Value Portfolio, Meet Big Mo'
Much like a shot of nutrient-rich wheatgrass can add a “power boost” to your morning smoothie, a shot of momentum can add a big boost to your value investing portfolio,…
Stocks Trading Near 12-Month High May Be a Good Investment
Morningstar data shows that, at least for Canadian stocks, buying equities at or near their 12-month high may be a better investment than buying companies trading near their 12-month low. …