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Wealth Professional | 06 Oct 2015, 08:15 AM Agree 0
The debate about active vs. passive management continues to rage, but there is one portfolio poised to put advisors in the driver’s seat if they have the nerve to use it
  • Greg | 06 Oct 2015, 09:52 AM Agree 0
    3000% is a nice round figure :)
  • Mark Matsumoto | 06 Oct 2015, 10:10 AM Agree 0
    Hey Will,
    How often did they change funds? Did they move every six months or on a shorter time frame?
    Thanks
    Mark
  • Will Ashworth | 07 Oct 2015, 12:59 PM Agree 0
    Mark,
    They changed funds every 6 months.
    20 years = 40 funds.
  • BC Advisor | 10 Oct 2015, 05:23 PM Agree 0
    momentum investing works, simple as that. There are many many studies and reports that show this, heck there is even nobel prizes won becuase of it. Most sell-side do not like this though.
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