Dan Brady, CFA, Debunks the Myths of Momentum Factor Investing at Morgan Stanley’s Annual Portfolio Management Institute Forum

Trendrating VP of Sales – Wealth Management, Dan Brady, CFA presented to Morgan Stanley’s elite PMI Group at their annual conference in Hilton Head, SC today. Dan put forth compelling evidence that shows that Momentum Investing, if followed with discipline, using proper tools such as Trendrating, typically outperforms all other Factors from a Risk/Return profile.…

May 2019 US Sector Allocations

The Trendrating model has been over 70% accurate at identifying the sectors likely to outperform over the subsequent month. Tests run since 1999, using this approach resulted in 93 bps of annualized alpha through sector selection alone. Within the report we have paired each sector with the respective SPDR ETF.