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 Month | Twelve Months | Since 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 Index | 0.42% | -2.80% | 9.85%(17 May 2016) |
Annual Returns
| 2016* | 2017 | 2018 | 2019 | 2020 | |
|---|---|---|---|---|---|
| ASX Momentum Strategy (5 stocks) | 17.58% | 14.50% | 5.02% | 2.89% | 20.09% |
| ASX Momentum Strategy (10 stocks) | N/A | N/A | N/A | N/A | 14.11% |
| ASX 100 Index | 9.33% | 12.68% | -0.91% | 25.72% | 1.71% |
Monthly Returns
| Jan | Feb | Mar | Apr | May* | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | -1.43% | 2.99% | 11.17% | 0.25% | 0.04% | 2.33% | -1.01% | 2.54% | 17.58% | ||||
| 2017 | 9.02% | 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% |
| 2020 | 8.16% | -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
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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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Do you have any data on the performance of the momentum strategy top 5 recommendations vs the asx100, asx200, asx300?