Update: Model portfolio Value & Momentum
The strategy combines value and momentum factors to buy cheap companies that are trading with good momentum. Portfolio weights are adjusted for volatility and changes are made once a month.
Our model portfolios include: the premium package.
Portfolio comment
The portfolio has risen by 25% in 2024 with support from Hoist Finance, Traton and Enea, among others. During the same period, the stock market has risen by almost 10%.
Since the start of spring 2023, Value & Momentum has had a correlation of 0.6 to the stock market. When the stock market rises, the portfolio rises. When the stock market falls, the portfolio falls. After all, we invest in stocks and do not use short selling in the strategy.
The past month has been a volatile period for all portfolios with a high correlation to the stock market. The portfolio has fallen by 1.5%, which is slightly lower than the stock market.
The biggest positive contributors over the past month have been Hoist Finance (+1.1%), Scandi Standard (0.39%) and Ambea (+0.37%). The biggest detractors have been Xspray Pharma (-0.67%), BW Energy (-0.52%) and Belships ASA (-0.37%).
Development Value & Momentum since start 2023
Development Value & Momentum, Year to Date
Development of equity strategies, Year to Date
Changes and holdings
Login required to view holdings in our model portfolios
Not a customer? Open an account to access our analytics service.
Our stock strategies
- Top Picks Momentum
- Value & Momentum
- Volatility & Quality
Click here to download a PDF with more information about our long-only strategies on stocks.
Furthermore, we have several different strategies and models in the platform that are used as a basis for decision-making for our trading.
