Investing strategies update for February 2025

Okay, February, here we go: it’s a brand-new month, so it’s time to check in on our three simple, easy-to-replicate investing approaches. And that means the Easy Rider Portfolio, a solid, diversified mix that works great as a core allocation. Plus, there’s the active Momentum Rider Portfolio, which goes after top-performing assets. And, last but not least, there’s the nimble Sector Momentum Edge Strategy, designed to ride the best-performing US sectors.

Here’s how they performed in the first month of 2025, and the changes they’re making now.

PART I: THE SECTOR MOMENTUM EDGE

First, a quick review of the strategy.

The Finimize Sector Momentum Edge is built with two key goals in mind: catching the wave of the top-performing sectors and…

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