YouTube Video: Stocks Down But Still Not Cheap – Momentum Portfolio Update

Stocks Down But Still Not Cheap – Momentum Portfolio Update

The US stock market usually holds up well as global equity markets sell-off, but returns for the US are now in the middle of the pack year-to-date. The S&P 500 has been dipping in and out of a bear market with a fall of 20%. In this video, I discuss what this means for valuation and consider whether fundamentals are likely to help or hurt performance. I then turn to my global winners’ portfolio which has dodged some of this downturn by focusing on funds that have the best momentum.

My Global Winners momentum portfolio looks across five groups of funds to find the best performers and is a good way of keeping track of what’s going on in markets. You can follow this portfolio for free on who are also sponsoring this video.

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All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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