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…