Investing strategies update for December 2024
Yep: it’s a brand-new month, so it’s time to take a look back at our three simple, easy-to-replicate investing approaches. And that means the Easy Rider Portfolio, our diversified investing mix that can serve as your core allocation; the active Momentum Rider Portfolio, which targets top-performing assets; and the nimble Sector Momentum Edge Strategy, which rides the best-performing US sectors.
Here’s how they performed in November and how they’re positioned for December.
Summary of the three strategies’ performance in November and year-to-date, as well as the summaries for global stocks and the S&P 500. Source: Finimize.
PART I: THE SECTOR MOMENTUM EDGE
First, a quick review of the strategy.
The Finimize Sector Momentum Edge is…
