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Opinions Mike Philbrick
iShares Edge MSCI USA Momentum Factor ETF MTUMPARTIAL BUYJun 27, 2022
Apple is the largest holding. UnitedHealth also is big, but now its Exxon and Chevron. The holdings and sectors change, so be ready for drawdowns. Ease into this over several quarters to average down.
Mike PhilbrickUnknown
$138.20
Stock price when the opinion was issued
$326.05
As of Jun 16, 2026. Market Open.
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Changes holdings regularly to hold whatever has the highest momentum in the market. Unless things change dramatically, coming up in May, holdings should change from a very significant weighting in tech and healthcare, to significant weighting in financials, industrials, and basic materials. We're in the early stages of momentum of those latter sectors that are underowned, but showing more recent strength that should continue for quite some time.
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(A Top Pick Aug 02/18, Up 7%) He's holding onto this. It benefits from momentum stocks like Shopify and Square.
Richard CroftOwned
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When you are investing in different securities there are two styles: value and momentum. Momentum could be a good strategy. It is more aggressive because when it turns it could be very serious. From a portfolio perspective you want to balance that with a value-based ETF.
Richard CroftOwned
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