Investing strategies update for April 2025

Alright, April, let’s get to work. A new month means it’s time to check in on our three go-to investing approaches. First up is the simple but nimble Sector Momentum Edge Strategy, which is engineered to ride the best-performing US sectors. Then there’s the Easy Rider Portfolio, a well-balanced, diversified mix that works great as a core allocation. And last – but by no means least – there’s the Momentum Rider Portfolio, which is just off a stellar first quarter, going after the market’s top performers, as it always does.

Here’s how they did last month and the changes they’re making now.

PART 1: THE SECTOR MOMENTUM EDGE

First, a quick review of the strategy.

The Finimize Sector Momentum Edge is built with two key goals in…

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