By Jack Forehand, CFA, CFP® (@practicalquant) — Many investors tend to have a style that they gravitate toward because it makes the most intuitive sense to them. And when it comes to building…
Tag: Momentum Stocks
Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into…
Quant ETF Loses in Poorly Timed Rebalance
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…
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…
The Changing Nature of Momentum Investing (Ep. 82)
Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like…
The Basics of Momentum Investing
By Jack Forehand, CFA (@practicalquant) We often write about factor investing on our blog. We talk about factors like value, momentum, quality and low volatility and their practical use in the real…
Twin Momentum: A Combination of Fundamental & Price Momentum
By Justin J. Carbonneau (@jjcarbonneau) — An object at rest stays at rest and an object in motion stays in motion with the same speed and in the same direction…
BlackRock Bets on Momentum Strategy Comeback
Even as the momentum strategy has become “deeply unpopular” from its long stretch of underperformance, the worlds largest money manager is “staying the course” with the strategy, according to an…
Blending Strategies to Reduce Volatility and Boost Results
No single investment strategy ensures success and, as we have emphasized time and again, zig-zagging from one to another is a futile (and often costly) exercise. In a recent article…
Guru Stock Screen of the Week: The Top Momentum Plays in Today's Market
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…