Smart, momentum-driven portfolios tailored for retail investors.
Start Investing Learn MoreWe are a team of passionate investment professionals dedicated to creating momentum-based portfolios that generate consistent returns. Our mission is to make smart investing simple and accessible for retail investors.
“Our motto is to beat the silent killer called inflation through smart investments.”
Unlock the power of momentum investing—a strategy rooted in the simple yet powerful idea that what’s been moving will keep moving. Momentum Portfolios harnesses this principle by identifying stocks with strong recent performance and positioning you to ride that wave strategically and intelligently. Whether you're a retail investor looking to take a more active role or a seasoned pro seeking smart factors to layer into your portfolio, momentum strategies offer a time-tested edge recognized by both academic research and experienced market practitioners.
Momentum investing isn't just hype—it’s backed by decades of research. Pioneering studies by Jegadeesh and Titman confirmed that stocks that have outperformed over the past 3–12 months tend to outperform again, while MSCI notes that momentum has historically delivered among the strongest excess returns, particularly over long cycles
At Momentum Portfolios, we extend these insights with enhanced strategies—such as overlapping momentum approaches, which focus on stocks showing sustained strength across different lookback periods, improving risk-adjusted returns with higher Sharpe ratios and lower tail risk
But strong theory needs smart execution—and that’s our specialty. Momentum Portfolios focuses on long-only approaches that are accessible, flexible, and tax-efficient—no need for complex shorting structures, just well-structured portfolios that put upward momentum first
We blend rigorous quant models with real-world sensibility—balancing diversification, turnover, and rebalancing cadence to align with both individual investors’ tax and trading constraints and professional mandates’ operational workflows. At Momentum Portfolios, you don’t just track momentum—you harness it with clarity, discipline, and conviction.
We capture trends by investing in stocks showing strong upward price momentum.
Balanced allocations and strict monitoring ensure portfolios withstand volatility.
Across large, mid, and small cap to spread opportunities and reduce risk.
A disciplined approach to deliver steady performance over time.
Stable, proven companies with growth potential.
Balanced risk-reward opportunities in quality mid-caps.
High-growth, emerging opportunities for aggressive investors.
Blend of passive investing with momentum for steady growth.
"Momentum Portfolios helped me grow my investments steadily without worrying about daily market moves."
- Retail Investor"Clear strategy, transparent process, and consistent performance. Highly recommend."
- Business ProfessionalExpected Return: ~10-12% annually
Risk Level: Low
Expected Return: ~12-15% annually
Risk Level: Medium
Expected Return: ~15-20% annually
Risk Level: High
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