3 Momentum Investing Tips

August 7, 2018

Momentum investing is designed to help people invest in strong performing areas of the market and avoid weaker performing areas.  

We have been using our momentum-based Upgrading approach to manage money since the 70s, but many people are just learning about momentum investing.

FundX Chief Investment Strategist Jason Browne has become the go-to momentum correspondent for Oliver Renick on the TD Ameritrade Network.

In his August 3, 2018 interview, Jason shared some of what he’s learned from following a momentum strategy for so many years. He also gave his take on interest rates, the technology trend and financial stocks.

Click here to watch Jason’s full appearance. Find his momentum investing tips below.

3 Momentum Investing Tips

1. Focus on what’s doing well now (not what you think might do well later)

Continue reading “3 Momentum Investing Tips” »


Did you see Mark Hulbert’s latest Marketwatch article about momentum investing, “This is the ideal time frame to own a ‘momentum’ stock”?

The article cites new research on how to measure momentum, and it turns out that our momentum-based Upgrading approach is “close to the sweet spot.”

One recent study found that “the typical uptrend or downtrend lasts between 12 and 18 months.”

“This finding is consistent with the performance of the investment strategy pursued by NoLoad FundX, the momentum-based investment newsletter I monitor that has beaten the stock market over the past four decades,” Hulbert writes.

Our strategy tracks momentum over the trailing 1, 3, 6, and 12 months, and we end up holding funds about an average of about seven months.  

Click here to read the article.

Longtime FundX members likely remember that Mark Hulbert from his Hulbert Financial Digest, which ran from 1980 to 2016. Hulbert has continued to independently verify investment newsletter performance at HulbertRatings.com. Continue reading “What’s the optimal way to measure momentum?” »


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