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Portfolio: Changes in the Premium Momentum Portfolio – November 2019

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The mojo in markets which had all but disappeared over the long winter it has witnessed is finally seeing strains of green shoots. Whether these early shoots will result in a bloom or die in another frostbite is something we can only observe than predict. But for now, its time to bask in the glory it offers.

One of the conundrums of the current market structure has been the fact that less than 20% of the stocks are in good health. The bear market is now 22 months old now and while in Indices which have a longer history we . . .

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