We asked this question to Wesley Gray in our podcast if Value and Momentum should be combined. He answered our question by providing a detailed backtests suggesting that they are better off run separately as they work complimentary to each other.

We at MysticWealth run Model portfolios in Momentum and Value. We run them so separate that a different fund manager is dedicated to each.

We received the feedback that for someone to get exposure to both, the subscription fee can be very steep and eat away the alpha.

To celebrate crossing of 100% returns of MWV (17% CAGR) we…

Mystic Wealth

Insights for DIY investors on Risk management, Option strategies, Special Situations & Momentum.

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