Portfolio update Archives

Momentum portfolio update and new stocks Feb17

Video: Momentum stock selection Feb17

Simon Brown 28 Feb 2017 Learn Trading, Portfolio update, Webinar

This will video reviews the performance for the portfolio from 1 March 2016 to close 28 February 2017, changes and comments on NFEMOM. It also includes the selection of the stocks for the new 1 March 2017 portfolio as below. Top40 best 5 AGL, TBS, IMP, BVT, NED MidCap best 5 KIO, ASR, BAW, NHM, ...

Momentum portfolio update end September 2016

Simon Brown 2 Oct 2016 Latest, Learn Trading, Portfolio update

Momentum portfolio update end September 2016 Momentum Portfolio update Update for the period ending 30 September 2016. Find the portfolio details, methodology and previous returns here. For the seven months ending September (remember we enter the new portfolio on 1 March) the return is -0.1% including all costs and dividends receive. Below is a screenshot of ...

Momentum portfolio update end May16

Simon Brown 1 Jun 2016 Latest, Learn Trading, Portfolio update

Momentum Portfolio update Momentum portfolio update end May16 It’s the end of the first quarter* for the 2016/7 Just One Lap Momentum portfolio and here’s our update for the quarter. Find the portfolio details, methodology and previous returns here. The screen shot of the portfolio at the close of 31 May 2016 is as below. ...

Video: Momentum portfolio update Feb16

Simon Brown 29 Feb 2016 Learn Trading, Portfolio update, Webinar

Momentum Portfolio update Momentum portfolio update Feb16 This is our annual updating and rebalancing of the Momentum Portfolio and includes; Publishing of returns for the previous year and since inception (January 2013) New methodology for the system (see below for brief description, full details in video) Stock selection for 2016/7 (see below and full process ...

Video: Tax Free Momentum ETF Portfolio

Web Admin 18 Jun 2015 Learn Investing, Portfolio update, Webinar

Simon Brown's tax free momentum ETF portfolio Tax is a real issue when trading Simon Brown's momentum strategy. You have to beat the benchmark by a decent margin after costs to ensure you're still ahead once tax has been deducted. The tax free savings accounts (TFSAs) offer a perfect vehicle to trade the momentum portfolio, ...

Momentum Portfolio March 2015 stock selection and update

Web Admin 1 Mar 2015 Learn Investing, Portfolio update, Webinar

Momentum Portfolio update Momentum Portfolio March 2015 This will be a practical webcast as Just One Lap founder, Simon Brown, will show how he sorts and decides on the top shares that will be in this years momentum portfolio (Top and MidCap). The Mar14-Feb15 returns after all costs were; Top40 +29.25% MidCap +43.12% Life time ...