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Investing strategies update for March 2025

Investing strategies update for March 2025

Alright, March, let’s do this. The new month means it’s time to check in on our three simple, easy-to-replicate investing approaches. First up is the nimble Sector Momentum Edge Strategy, which is engineered to ride the best-performing US sectors. Next is the Easy Rider Portfolio, a solid, diversified mix that works great as a core allocation. And, last but not least, there’s the active Momentum Rider Portfolio, which goes after the market’s top-performing assets.

Here’s how they performed last month and the adjustments 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 mind: catching the wave of the top-performing sectors…

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