momentum investing

4 Myths of Momentum Investing

February 16, 2017

Stocks and mutual funds experience momentum—meaning that recent performance tends to persist. A stock or a fund that is doing well lately tends to continue to do well in the coming months or even years. Momentum investing strategies, like our own Upgrading approach, attempt to take advantage of this by investing in funds that have […]

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Kiplinger Video on Momentum Investing

June 20, 2011

We stumbled on this video on momentum investing in the Kiplinger archive.  Click below to watch.   Momentum Strategies for Investing in Funds    

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Subscriber Q&A: Momentum Investing

January 24, 2011

Subscriber Question: The December issue of Kiplingers has an article about momentum investing, “Is Momentum Investing Dead?“. It says the best returns come from stocks with good 12-month growth, excluding the recent month. NoLoad FundX computes scores just the opposite, giving extra credit for the recent month. Who’s right? Or rather, why are you right? […]

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