iShares Edge MSCI USA Momentum Fact... (MTUM)
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iShares Edge MSCI USA Momentum Fact... (MTUM)
iShares Edge MSCI USA Momentum Fact... (MTUM)
iShares Edge MSCI USA Momentum Fact... (MTUM)
iShares Edge MSCI USA Momentum Fact... (MTUM)
iShares Edge MSCI USA Momentum Fact... (MTUM)
MTUM: Still Looking Good, But There's One Thing I Don't Like
If you're a shareholder of the iShares Edge MSCI USA Momentum Factor ETF ( MTUM ) , take a moment to give yourself a pat on the back. If you owned this fund during 2017, you owned one of the best performing products of the year! Of all of the major factor tilts - momentum, value, size, qualit…
Value SuperScreen Vs. The S&P 500
Introduction My goal thus far in 2018 has been to isolate a proprietary stock picking strategy that has a back-tested and real-time proven record of S&P 500 Index ( SPY ) broad, market-beating results. My first such strategy has been named my " Pretty 30 Portfolio " stock selection met…
Momentum To Market: 'I'm Not Dead (Yet)!' - April 2018 Market Commentary
Data Source: Bloomberg Momentum to Market: 'I'm Not Dead (Yet)!' Source: istockphoto.com When 'momentum' style of investing is on a roll, it's hard to bet against it without getting steamrolled. By 'momentum', we mean overweighting top performing assets (performance typically measure…
Value SuperScreen Unleashed
Introduction Since publication of my article " FFTY: An Elegant Solution " back on March 26, 2018, I have found myself watching the performance of the Innovator IBD 50 ETF ( FFTY ) versus the iShares Edge MSCI USA Momentum Factor ETF ( MTUM ) and Fidelity Momentum Factor ETF ( FDMO ) with pa…
ETFs In Focus: Top Ideas For The Week Of 3/19/2018
Each week, I scan the ETF marketplace to identify my top ideas - one from each of 10 different segments of the market - that present opportunities you should be aware of for the coming week. This is the second half of that list. The Smart Beta ETF Idea Factor investing is viewed as capturi…
Momentum Factor Still Leads After Surge In Market Volatility
The US stock market this year has taken investors on a white-knuckled ride, but the momentum factor's performance leadership has remained a constant in the US equity factor space, based on a set of proxy ETFs. For year-to-date performance through yesterday's close (March 5), the iShares Edge…
Global Equity Bandwagon Goes Parabolic
For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of peculiar and extreme standouts. Relative performance across a select few factors and styles seem to have accounted for much of the new bull market in global equitie…
Why Not To Invest In Vanguard's New U.S. Momentum Factor ETF
Vanguard recently released a set of five actively managed sector ETFs and one multi-factor ETF. Here we examine the Momentum Factor ETF ( VFMO ) and estimate its future performance. Vanguards investment strategy The investment strategy described in VFMOs prospec…
Explaining Smart Beta ETF Dispersion In 2017
To Neutralize or Not Neutralize: Explaining 2017 Dispersion in Smart Beta ETFs A lot has been written about the strong market performance in 2017, but not much has been written about the impact of the wide U.S. sector dispersion on U.S. smart beta performance. When most equity strategies r…
Despite Market Turmoil, Momentum Factor Still Dominates
The recent spike in stock market volatility has dented the momentum factor's powerful bull run, but the strategy continues to reign supreme over its main competitors in the US equity factor space, based on a set of proxy ETFs. For the one-year trend, it's still a one-factor race. The iShar…