We review the recent trends of commodities and the performance of several managed futures funds.
We discuss the so called ‘mistakes’ in investing and point out the difference between a real mistake and a temporary investment loss/underperformance.
Our review on momentum based portfolios at several levels indicate the recent difficult for many such portfolios. However, longer term, such portfolios, especially the one based on multi-asset momentum, should have a place in an investor’s overall portfolio.
We summarize our users’ surveys and feedback.