Relative Strength Strategies Vindicated

05/03/2010 0 comments

By Rob Curran at Wall Street Journal

It is a long held belief by MyPlanIQ that momentum over diversified assets plays a critical role in enhancing portfolio returns while avoiding dramatic loss. This Wall Street Journal's latest article in Portfolio Strategy section enforces this idea. In the article, it was reported that even Morningstar, the de facto goto mutual fund rating firm is now rolling out a new rating factor based on the momentum factor for mutual funds. Morningstar might eventually create a new category of momentum-oriented funds, says John Rekenthaler, vice president of research at the firm. 

We will have a more detailed article on this topic in the coming weeks. 

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