A Long-Term Strategy that Trades Once a Month
The US Momentum Portfolio is an active investment strategy that attempts to keep users fully invested when the market is rising and automatically revert to cash during sustained bearish markets such as witnessed during the GFC.
The strategy is systematic meaning that it does not rely on human opinion or any type of discretionary analysis. It derives its buy and sell signals using non-disclosed mathematical algorithms tested over many years of data and market conditions.
To generate above-market returns using the US Momentum Portfolio, it is recommended the user apply the strategy for a minimum of 3 years to gain exposure to a full investment cycle.
How does it work?
The US Momentum Portfolio trades once a month and does not require any monitoring in the interim periods.
Signals are generated after the close of business on the last trading day each month.
Existing positions that do not meet the new months’ signals should be sold.
The number of positions will vary each month with a maximum number of 20. Sometimes the portfolio may hold excess cash.
On the next day’s open, new orders are placed to be executed At Market.