Opinions

Mike Philbrick iShares Edge MSCI USA Momentum Factor ETF MTUM-N PARTIAL BUY Jun 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 Philbrick

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TOP PICK

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.

DON'T BUY

Factors are all the rage now. There is a lot of momentum in the US that is vulnerable to an inflection point. He thinks there is a historic opportunity to a rotation from US to emerging markets. If that happens then this ETF would face headwinds.

PAST TOP PICK

(A Top Pick Aug 02/18, Up 1%) Most FAANG stocks are momentum plays and led the market last year until September, plunged, then returned. He isn't thrilled about momentum now.

PAST TOP PICK

(A Top Pick Aug 02/18, Up 7%) He's holding onto this. It benefits from momentum stocks like Shopify and Square.

BUY

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.

Unspecified

The momentum factor normally should continue to work. Ease in over time to get the average price to catch up with leading sectors. We are seeing changes to sectors that are working better.

BUY

He disagrees with an analyst that the momentum names like Oracle, Palantir and APP are overbought. Yes, these numbers have been tired in recent days and are catching their breath.

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Mike Philbrick iShares Edge MSCI USA Momentum Factor ETF MTUM-N PARTIAL BUY Jun 27, 2022

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