Update: Top Picks Momentum
Top Picks Momentum buys and sells stocks based on our Pure Momentum strategy. This strategy identifies low-volatility uptrends, with the assumption that these trends often last longer than expected.
A characteristic of momentum strategies is that a few big winners can account for a significant portion of the return. The strategy is based on following these winners while avoiding big losers.
Click here to read more about our factor-based equity strategies on the website.
Information
- Direction: Long-only (no short positions)
- Strategic direction: Moment
- Investment universe: Sweden (also Nordic)
- Portfolio weights: Volatility-adjusted
- Rebalancing frequency: Monthly
Development
Since January 2024, Top Picks Momentum has risen by around 30%, compared to the Stockholm Stock Exchange's rise of around 10%. Among the main contributors are Lundin Gold, Mildef Group and Ambea. On the downside, Wästbygg Gruppen, Surgical Science and XSpray Pharma have weighed the most on returns.
Monthly development (%)*
| Year | Jan | Feb | Mar | Apr | Maj | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
| 2023 | 8.8 | 1.3 | 1.4 | -0.4 | -0.6 | 2.1 | -2.1 | -4.4 | -2.7 | -0.2 | 0.5 | 3.7 | 7.0 |
| 2024 | 5.0 | 3.6 | 5.1 | -0.7 | 7.6 | -0.3 | 0.8 | -2.7 | 0.4 | -0.2 | -0.1 | 0.7 | 20.4 |
| 2025 | 3.6 | 2.6 | -4.0 | 5.1 | 0.5 | 7.7 |
*The development is indicative only and depends on execution, slippage and brokerage.
Holdings and portfolio weights
Holdings and portfolio weights in our factor-based equity strategies are included in the premium package and are available on the page Model portfolios.
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