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Investor Intelligence
Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.
Investor Intelligence
Think Buy-and-Hold is Enough? Here’s a Smarter Strategy
Holding just stocks would’ve been a winning move over the past ten years, but that doesn’t mean it will be over the next ten. They’ve taken huge hits before and they could again.
With today’s record-high valuations, stretched margins, and an investing audience that’s maxed out on the market, the margin of safety is perilously slim. Ideally, you’ll want a portfolio that can deliver returns even if the future fails to meet everyone’s lofty expectations.
That’s why Finimize analyst Stephane Renevier designed the Momentum Rider Portfolio. The model constantly adapts to investing conditions and aims to deliver stock-like returns but with way less risk. Steph joined Guy in the studio to break down how it works, and how to do it.
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