22/10/2024

Update: Value & Momentum

Update: Value & Momentum

Value & Momentum is a strategy that combines the factors of value and momentum to buy cheap companies that are trading with good momentum. Portfolio weights are adjusted for volatility and changes are made once a month. Holdings and position sizes are included in the premium package and...

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19/09/2024

Update: Value & Momentum

Update: Value & Momentum

Value & Momentum is a strategy that combines the factors of value and momentum to buy cheap companies that are trading with good momentum. Portfolio weights are adjusted for volatility and changes are made once a month. Holdings and position sizes are included in the premium package and...

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21/08/2024

Update: Model portfolio Value & Momentum

Update: Model portfolio Value & Momentum

The strategy combines the factors of value and momentum 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 are included in the premium package. Portfolio comment The portfolio has risen by 25% in 2024...

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