SMALLCAP FISCAL MOMENTUM
This portfolio strategy is to search for stocks with upgraded earnings forecasts with other associated events such as earnings surprises and improving margins.
Investors wishing to invest in this portfolio should note that these are smaller market capitalization stocks with less than average trading volume. This strategy can experience high volatility and quick downside losses in bear markets. Only small amounts of capital should be strategically invested according to the higher risk/higher reward speculative allocation in your overall investment plan.
- Optimal portfolio size is 10 stocks
- upgraded earnings forecasts
- higher risk/higher reward
From: $208.25 / month