Strategy
Momentum
Australia

ASX Momentum Performance Update

5 Feb 2021
By
This is a monthly update of our ASX Momentum Strategy. All performance information is taken from a live model account that follows all advice as per the strategy but doesn't include brokerage.

Last Updated: 05 February 2021

The ASX Momentum strategy started as a 5 stock portfolio in May 2016, before this was expanded to a 10 stock portfolio in December 2019. We have continued to track the original 5 stock portfolio, as well as the new 10 stock portfolio below. The monthly return table at the bottom of the page is a combination of the 5 stock portfolio up to the end of December 2019, before switching to the 10 stock portfolio from January 2020.

Rolling Returns

One MonthTwelve MonthsSince Inception (p.a.)
ASX Momentum Strategy (5 stocks)-0.56%9.68%12.43%
ASX Momentum Strategy (10 stocks)-3.35%1.96%5.95%
ASX 100 Index0.42%-2.80%9.85%(17 May 2016)

Annual Returns

2016*2017201820192020
ASX Momentum Strategy (5 stocks)17.58%14.50%5.02%2.89%20.09%
ASX Momentum Strategy (10 stocks)N/AN/AN/AN/A14.11%
ASX 100 Index9.33%12.68%-0.91%25.72%1.71%

Monthly Returns

JanFebMarAprMay*JunJulAugSepOctNovDecTotal
2016-1.43%2.99%11.17%0.25%0.04%2.33%-1.01%2.54%17.58%
20179.02%2.12%-6.12%-6.21%4.55%9.42%-6.22%4.82%1.40%2.95%-0.22%-0.22%14.50%
2018-1.29%7.26%-0.84%3.15%0.57%6.95%-0.49%3.06%-0.86%-9.00%-2.42%-0.14%5.02%
2019-1.57%1.02%7.63%3.39%5.03%6.47%6.54%-9.99%-6.52%-12.24%7.95%-2.05%2.89%
20208.16%-11.06%-19.11%10.07%0.97%6.31%10.01%4.23%-3.21%6.18%-0.49%5.85%14.11%
2021-3.35%-3.35%

*From 18 May 2016

Important Notice:

Performance data shown represents past performance. Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.

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Ed L.

Do you have any data on the performance of the momentum strategy top 5 recommendations vs the asx100, asx200, asx300?

We are glad you liked it

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