Super Momentum Portfolio
Characteristics
Performance Graphs
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical return on investment (ROI) per month, based on hypothetical results.
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical results (PL) per year, based on hypothetical results.
Realized PL per day
Realized PL per trade
Performance Tables
Hypothetical return on investment per month. Result as percentage of the initial capital, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROI-Yr | CumROI | ROI/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | -10.9% | 3.7% | -1.9% | -9.0% | -9.0% | -9.0% | |||||||||
| 2018 | 9.6% | -6.1% | -6.6% | -6.7% | 11.3% | -1.4% | -4.7% | -3.3% | -6.3% | -10.2% | -3.6% | -4.9% | -32.9% | -41.9% | -32.8% |
| 2019 | 1.9% | -0.6% | -1.9% | -2.3% | -5.3% | 2.0% | 0.7% | -0.1% | -1.4% | 12.0% | 2.9% | 2.4% | 10.1% | -31.8% | -13.9% |
| 2020 | 2.6% | -2.3% | -12.0% | 4.5% | 1.8% | 19.8% | -0.7% | 18.2% | -6.3% | -2.1% | -10.0% | 21.9% | 35.3% | 3.5% | 1.1% |
| 2021 | 7.3% | 29.1% | 8.3% | -4.4% | 0.4% | -13.6% | 0.8% | -5.3% | 4.1% | 17.2% | -0.8% | 1.4% | 44.5% | 48.0% | 11.2% |
| 2022 | -5.6% | -6.9% | 1.3% | 2.1% | -3.5% | 1.1% | -1.6% | -1.6% | -2.6% | 4.1% | 0.2% | 10.1% | -3.1% | 44.9% | 8.5% |
| 2023 | 7.7% | 2.2% | -0.9% | -4.9% | 3.5% | 1.5% | 6.0% | -2.5% | -3.8% | -3.0% | 10.6% | 1.6% | 18.0% | 62.9% | 10.0% |
| 2024 | 1.1% | 11.1% | -2.1% | 10.0% | 72.9% | 11.2% |
Hypothetical results on monthly basis, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PL-Yr | CumPL | PL/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | -2,177 | 742 | -374 | -1,808 | -1,808 | -1,808 | |||||||||
| 2018 | 1,921 | -1,226 | -1,314 | -1,335 | 2,261 | -284 | -933 | -659 | -1,269 | -2,039 | -725 | -972 | -6,574 | -8,382 | -6,551 |
| 2019 | 382 | -111 | -389 | -468 | -1,069 | 398 | 138 | -20 | -284 | 2,391 | 579 | 482 | 2,030 | -6,353 | -2,787 |
| 2020 | 514 | -470 | -2,394 | 890 | 368 | 3,958 | -132 | 3,634 | -1,268 | -426 | -1,995 | 4,379 | 7,058 | 705 | 215 |
| 2021 | 1,463 | 5,822 | 1,656 | -885 | 77 | -2,727 | 164 | -1,052 | 824 | 3,445 | -168 | 280 | 8,898 | 9,603 | 2,243 |
| 2022 | -1,129 | -1,389 | 254 | 422 | -705 | 221 | -320 | -322 | -528 | 819 | 37 | 2,017 | -624 | 8,979 | 1,700 |
| 2023 | 1,536 | 443 | -174 | -984 | 695 | 303 | 1,194 | -498 | -757 | -606 | 2,129 | 314 | 3,596 | 12,575 | 2,002 |
| 2024 | 210 | 2,228 | -428 | 2,010 | 14,584 | 2,238 |
Hypothetical results (PL) and hypothetical return on investment (ROI) per year. Hypothetical cumulative results (Cum PL) and hypothetical cumulative return on investment (Cum ROI).
| Year | PL | ROI | Cum PL | Cum ROI | ROI/Yr |
|---|---|---|---|---|---|
| 2017 | -1,808 | -9.0% | -1,808 | -9.0% | -9.0% |
| 2018 | -6,574 | -32.9% | -8,382 | -41.9% | -32.8% |
| 2019 | 2,030 | 10.1% | -6,353 | -31.8% | -13.9% |
| 2020 | 7,058 | 35.3% | 705 | 3.5% | 1.1% |
| 2021 | 8,898 | 44.5% | 9,603 | 48.0% | 11.2% |
| 2022 | -624 | -3.1% | 8,979 | 44.9% | 8.5% |
| 2023 | 3,596 | 18.0% | 12,575 | 62.9% | 10.0% |
| 2024 | 2,010 | 10.0% | 14,584 | 72.9% | 11.2% |
Super Momentum Portfolio
Description
The Super Momentum Portfolio system identifies once a month the most promising equities in Europe and also indicates whether the portfolio should be hedged from a risk mitigation point of view. Below you can see the result of this indicator compared to a monthly investment in the AEX-index. A system based on a model portfolio of 20,000 euros.
This system with the AEX shares would have yielded an average annual return of 22.94% (AEX: 5.04%) over the past 25 years, without incurring any high risk. The SuperMomentumPortfolio not only provides diversification across multiple sectors, but also protects the portfolio against price declines if the system deems this necessary.
The SuperMomentumPortefeuille uses what is known as the momentum effect. The momentum effect means that equities that have risen in the previous period tend to rise again in the coming period.
Beating the market
The momentum effect has been confirmed in various scientific studies. This is striking, because many scientists assume that there is no method to beat the market. However, the momentum effect is an exception.
From £1 to £2.3 million
Researchers Paul Marsh and Mike Stanton of the London Business School examined the prices of the largest 100 shares on the English stock market since 1900. If in 1900 £1 had been invested in the 20 winners of the previous 12 months, the investment would have grown to £2.3 million by the end of 2009.
From £1 to £49
If £1 had been invested in the 20 losers of the previous 12 months in 1900, £1 would have grown to £49 by the end of 2009.
From £1 to £19,993
If this same pound had been invested in the 60% remaining shares, the broad mid-share, by 1900, £1 would have grown to £19,993 by the end of 2009.
Of course, this is not entirely illogical. A company like Google, Microsoft, Apple, Amazon or Facebook have been doing very well for years. They have a good product, a good market and attract the best minds.
Research into the Dutch market
We have repeated this research since 1993 for the Dutch stock market. Again, we saw a huge difference in return by only buying the winners of the previous period: 567% return compared to 125% with the AEX.
Your advantage:
- The SuperMomentumPortfolio takes all the work out of your hands;
- The SuperMomentumPortfolio also allows you to make a profit when you are on the road or at work;
- The SuperMomentumPortfolio selects the strongest performing shares in the Netherlands.
Your convenience:
In cooperation with Finodex.com you can follow and invest in the portfolio very easily via Copy Trade.
Required Capital: 20,000 euros
Expected number of trades per month: 3 trades
Expected rate of return: 20
Expected risk: -20 %
Is it manual or computer-controlled?
Manually
Performance Statistics
| 72.9% (11.2% per year) | |
| 14,584 | |
| 35,190 | |
| -20,605 | |
| 34,584 | |
| 20,000 | |
| - | |
| % | - |
| - | |
| - |
| 42 | |
| 14 (33%) | |
| 28 (67%) | |
| 10,340 | |
| -3,346 | |
| 347 | |
| 2,514 | |
| -736 | |
| 2,379 (100%) | |
| 2,379 | |
| 21-Sep-17 | |
| 27-Mar-24 |
Currency
- EUR
Trading frequency
- Monthly
Performance
per| Period | ROI (%) |
|---|---|
| Avg/year | +11.2% |
| 24M | +39.6% |
| 12M | +20.3% |
| 3M | +13.8% |
| YTD | +10.0% |
| Since Start | +83.8% |
Signal Provider: Beleggen.com
Harm van Wijk is a true investment expert who has been a guest of various programs on radio and TV, including EenVandaag, Netwerk, Rondom10, Radio 1, Radio 2, BNR, FinanceTelevision and Business Class.
He collaborates with SNS Bank, Binck, Alex, Citi, ING Bank and Lynx, among others, and writes for De Financiële Telegraaf, BeursPlaza and Beurs.nl.
After his studies, he ended up in the financial world and started to invest. He was previously responsible for setting up the investment sites of SNS Bank, responsible for marketing, sales and business development at BinckBank, he helped set up SNS FundCoach and the ABN Amro Turbo's and was the site manager of De Financiële Telegraaf.
He says about himself: "In the past few years, the internet bubble and the credit crisis have given me a lot of choice. Here too, if it does not kill you, it makes you stronger."
Through the website he helps (novice) investors to start and grow through courses, events, software and online community. Do you want a 7.4% - 20.6% return and thus create a safe financial future for yourself (and your family) or achieve other goals? Check out the free online training, or read his book in Succesfull Investing in 10 Steps to find out about his strategies.