Value, Growth and Momentum in one simple investment method
For the month of
The indicated investment style is:
Growth
Value
Updated monthly
With two index funds and a trend indicator, Style Momentum investing (aka., style rotation) has delivered market-beating returns, without research or judgements calls.
Example: Growth & Value model
Annualized Total Return
| Growth & Value | S&P500 | |
|---|---|---|
| YTD: | N/A | N/A |
| 1 Year: | N/A | N/A |
| 5 Year: | N/A | N/A |
| 10 Year: | N/A | N/A |
| As of | ||
| 2001-2024: | 16.4% | 7.8% |
| Sharpe Ratio: | .73 | .41 |
Historical Results
Growth & Value Model
Trades per Year
Growth & Value Model
(2001 to 2024)
Median: 3 Trades per year
Example: The method called for only two trades in five of the years between 2001 and 2023.
Yearly Results vs S&P500
Growth and Value model
(2001 to 2024)
Median: +7% per year
Example: In six of the years between 2001 and 2023, the results beat the S&P 500 by between 5% - 10%.
Contact
For an explanation, click Why Use Style Momentum?
For the procedure, click How To Use Style Momentum.