ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
General Discussions
Morningstar discuss...
 
Notifications
Clear all

Morningstar discussion on momentum ETFs

 
General Discussions
Last Post by Ernest Stokely 5 years ago
3 Posts
2 Users
0 Reactions
654 Views
Sticky
RSS
Forum 1
 Ernest Stokely
(@ernies)
Eminent Member
Joined: 6 years ago
Posts: 10
Topic starter September 5, 2020 7:57 AM  

Since most of the portfolios on ITA use momentum and often momentum ETFs are a part of the quiver for these portfolios, members may find this discussion of momentum ETFs like MTUM interesting:

https://www.morningstar.com/articles/1000547/a-framework-for-evaluating-momentum-etfs?utm_campaign=newsletter_email&utm_source=sendgrid&utm_medium=email



   
Quote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 672
September 5, 2020 8:07 AM  

Ernie,

This is why it makes sense to invest in other ETFs rather than stick only with MTUM.

 

Lowell



   
ReplyQuote
Forum 1
 Ernest Stokely
(@ernies)
Eminent Member
Joined: 6 years ago
Posts: 10
Topic starter September 5, 2020 5:59 PM  

@lowell While the article does discuss the nuances of several momentum ETFs, it also has some interesting comments about the use of the momentum method in general.

 

Ernie



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  

Search Blog

Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog
  • Schrodinger Portfolio Update: 28 October 2025
  • Portfolio Construction: Where to Begin?
  • Copernicus Portfolio Review: 14 October 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 580 Topics
  • 748 Posts
  • 1 Online
  • 282 Members
Our newest member: Matthew D'Argenio
Latest Post: 10/31/25 Recommendations
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.10

(Visited 31,632 times, 7 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Huygens and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Copernicus Portfolio Review: 4 December 2024
  • Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
  • Bullish Percent Indicators: 16 February 2024
  • Rutherford Portfolio Review (Tranche 1): 17 November 2023
  • Bullish Percent Indicators: 24 May 2024
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023
  • Rutherford Portfolio Review (Tranche 2): 25 October 2024
  • Schrodinger Portfolio Update: 25 September 2025
  • Schrodinger Portfolio Review: 16 October 2024
  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Gauss Asset Allocation Portfolio Review: 5 February 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d