- Wealth PMS
In the last post 'Revisiting Momentum', we reiterated the objective and outlined at a high-level, changes to the momentum portfolio methodology.
The question was whether to drip-feed the planned changes into the existing momentum portfolio or rip the band-aid off. We chose something in between. We have quite a few changes to the portfolio in this rebalance, but this is not the end of them. More about this at the end of this post. YTD Performance First, a . . .