How momentum investing works, what are some of the challenges in implementing it, and how can individuals use momentum in their investment portfolios. In this episode you’ll learn: What is momentum investing and why does it theoretically deliver excess return.Why do momentum strategies suffer through periods of horrendous losses.Why high trading costs and selling a position can be challenges to successfully implementing momentum strategies.What are examples of momentum oriented … [Read more...]
Portfolio Trade: Taking Profits In Driehaus Micro Cap Growth Fund (DMCRX)
207 Plus: Fund Closures and Is It Time To Buy Small Cap Stocks?
This week June 2, 2018, we review why mutual funds close to new investors and why performance often lags after a fund closes. We also review current investment conditions for small cap equity and why David is not increasing his allocation to U.S. small company stocks. … [Read more...]