momentum Archives - Just One Lap

ETF: Understanding momentum ETF strategies

Kristia van Heerden 9 October 2019ETF Blog, Latest

While ETFs weighted by market capitalisation get the diversifying job done, ETF issuers can’t all offer the same products. Enter factor investing! Factor-based ETFs only invest in companies whose share prices or fundamentals share certain characteristics. In this post, we are going to look under the hood of South Africa’s two momentum ETFs. Not following? ...

Momentum portfolio update end May16

Simon Brown 1 June 2016Latest, 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. ...

Podcast: How do we get smarter?

Simon Brown 12 May 2016JSE Direct, Latest

How do we get smarter? How do we get smarter? Simon Shares Calgro M3 (JSE code: CGR) results were great. We're seeing operational leverage coming through and a lot of projects seem to have only added a modest amount in this year with more coming in the new financial year and the memorial parks look ...

Podcast: Testing markets with JP Verster

Simon Brown 31 March 2016JSE Direct, Latest

Testing markets with JP Verster Testing markets with JP Verster Simon Shares Capitec (JSE code; CPI) results were solid but bad debts are rising. So is their profits but the bad debts are what we're watching at this point in the process. Momentum portfolio doing as it says on the sticker. Good out performance on ...

Video: Momentum portfolio update Feb16

Simon Brown 29 February 2016Learn Trading, Portfolio update, Webinar and Video

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 June 2015Learn Investing, Portfolio update, Webinar and Video

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 March 2015Learn Investing, Portfolio update, Webinar and Video

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 ...