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Momentum strategy | Equal weighting, 5% per stock | 10 long and 10 short positions based on companies with the strongest and the worst momentum. Momentum indicator determined by dividing 3 day simple moving average by 10 day simple moving average. Portfolio rebalanced once a week. | Long position: Ross Stores, Inc. | Rank: 5
Buy and hold.
This fund invests in female-led blue chip companies with strong long-term performance expectations. All stocks have equal beginning balance.
Solid historical performance, outperforming the Retail-wholesale industry in returns with 2.04% compared to industry average of 1.22% since the beginning of 2020. Continues its successful expansion strategy in 2020. Business model makes this a defensive stock.