Last year saw great returns on both momentum and defensive investing. This continues a pattern
Chris uses pure momentum mechanics to work out the constituents of his six Benchmark portfolios which include those with the highest beta, highest dividend yields and the best and worst momentum stocks in the past 12 months. Chris updates his selection every three months, giving followers of such strategies the opportunity to rebalance their portfolios.
Momentum investing did badly in the second quarter - but value and defensive stocks beat the market.
The good performance of a few large stocks has caused otherwise good stock-picking strategies to under-perform the market.
A collection of value shares selected using Ben Graham's investing ideas
A portfolio of instruments designed to capture the rise of emerging markets
A collection of high-yielding shares that's beaten the market since 1998
A portfolio of investment trusts designed to generate growth and income
Our columnist describes how he manages his pension fund and what he puts in it