3D·

Momentum ETF

I’ve been taking a closer look at the positioning and rebalancing dynamics of the $IS3R (-0.28%)

It has a quarterly rebalancing frequency.

What are your expectations for $IS3R (-0.28%) performance relative to the broader market heading into the next rebalance period?

5 Comments

DEW_7240@DEW_7240

I'm tracking the performance of this against comparable value ETFs since march, as part of my GTAA Momentum strategy.
The momentum ETF didn't get close to the value ETFs performance in the last 6 months.
There might be a period when this might switch. But currently I personally don't see the advantage of a momentum ETF over stock picking (aside from not needing to think about what you're investing in)

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Tom@DeBelegger

@DEW_7240 You are right about the value ETF performance! Might consider having both in your portfolio ;-)

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DEW_7240@DEW_7240

@DeBelegger or switch from one to the other once the tide turns.
Which probably won't fit a buy and hold strategy

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Tom@DeBelegger

@DEW_7240 If only we had a crystal ball :-)

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Pinky and the Donkey@DonkeyInvestor

Would recommend $n/a instead

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