R&I run a relative momentum model which analyses markets to find the top momentum stocks within the ASX200 and S&P500.
The process works as follows:
- On the last trading day of the month R&I rank all stocks within the ASX200 & S&P500 based on a relative momentum score.
These stocks are ranked from strongest to weakest and members are given the 20 highest ranked stocks within these markets.
- For the R&I portfolio, we allocate capital equally between the top 10 ranked stocks – being 10% per position.
- When the new month arrives, R&I once again rank the stocks with the relevant market. If a stock falls out of the top 10 ranked stocks it is sold and removed from the portfolio. We then buy the stock that has moved into the top 10.