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Momentum Investing Etf – Momentum Factor Investing: 7 Reasons to Use Momentum [& 3 Ways to Do It]

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Momentum Investing Etf – Review

Momentum factor investing is one of the most effective ways to outperform the market. Learn about momentum, what it is, the research behind momentum, why it works, and how to use it.

0:41 What is momentum?
1:27 Momentum ages well
2:03 Winners outperform losers
2:44 Momentum is everywhere
3:22 Momentum is caused by behavioral errors
6:23 Momentum can reduce risk
7:48 Momentum (MTUM) vs. Nasdaq (QQQ)
9:17 Momentum is easy to apply
9:55 3 ways to apply momentum
10:03 Establish relative momentum requirements
11:57 Use moving averages
12:52 Set post-purchase loss limits

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32 Comments
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32 Comments

  1. Nathan Winklepleck, CFA
    July 29, 2021 at 10:53 am

    I'm greatly humbled that nearly 3,000 of you have subscribed to my channel. I've been completely blown away by the support and kind words you all have shown me; thank you so much! If you have any questions, I'd love to answer them in the comments section below.
    Also, I'm still offering subscribers a copy of my Amazon #1 best selling book "Dividend Growth Machine". If you want a copy, just let me know in the comments section and I'll get one to you. 🙂

  2. deepsudeep
    July 29, 2021 at 10:53 am

    There are a lot of things you have mentioned which are more more suitable for portfolio managers than retail investors who hold maybe 10-15 stocks.

  3. Michael Simpson
    July 29, 2021 at 10:53 am

    this sounds just like Trend trading to me.

  4. Joseph Tramontana
    July 29, 2021 at 10:53 am

    This is a great video. Great in the fact that your ideas make me check a few things out. The QQQ destroys MTUM on a 1, 5, and 9 year basis. Ok I am rounding up to 2022. These are pretty big time horizons. The video made me take a look at QQQ's holdings. 50% of the portfolio is Apple Microsoft Amazon Tesla FB Google NVIDA Paypal and Intel. Not a bad place to be. Not a huge Tesla fan but Elon Musk is tough to bet against. Some Tech companies are now a defensive play in some ways. Cash is king and Apple Microsoft Google and Face have an abundance of FFC. In addition, to data investors need to have an understanding of what is going on around them. I just see Tech playing a bigger and bigger role.

  5. Thông Vũ
    July 29, 2021 at 10:53 am

    Ha… Pardon me but physics momentum has nothing to do with stock’s momentum especially in ETF. just heard Rosenburg rebalanced MTUM to lighten up on tech and loaded up on financials. And financials is tanking. On top of the lack of volume, there will be no momentum. MTUM is done.

  6. Mr Hoplite
    July 29, 2021 at 10:53 am

    Kind of completely blows away the "homo economicus" theory – which i always found ridiculous anyway. As if the majority of people make purely rational choices. Far from it..

  7. Chris
    July 29, 2021 at 10:53 am

    Thx man! Your videos and content are great. Also your ebook is so on point, i have learned a lot!
    As a european i rather choose IMTM over MTUM for diversification and momentum is a historically good factor.
    Keep up the good work!

  8. Elaine Stebbins
    July 29, 2021 at 10:53 am

    Thank you so much for great information; love every video and the audio book my son sent me.

  9. syncMixer
    July 29, 2021 at 10:53 am

    Does this conflict with random walk theory?

  10. YR
    July 29, 2021 at 10:53 am

    Man, I am in love with you. What a video, u won my heart, opened my brain, thank you buddy

  11. Brandon Bombard
    July 29, 2021 at 10:53 am

    Today would you still use mtum over qqq and is it still good to keep for the long term? Would you also be willing to share your m1 finance portfolio? Thanks

  12. Sean Flynn
    July 29, 2021 at 10:53 am

    Great video 👍, do you like Vanguard VOO or VTI , thanks

  13. Sun Tzu ✓
    July 29, 2021 at 10:53 am

    Simply amazing content !!

  14. Thông Vũ
    July 29, 2021 at 10:53 am

    Have you evaluated MTUM vs. TQQQ? What's your thought?

  15. Nice pants
    July 29, 2021 at 10:53 am

    Superb content.

  16. Aek Sinsang
    July 29, 2021 at 10:53 am

    Is MTUM actively managed or is it passively managed?

  17. jcfenixz
    July 29, 2021 at 10:53 am

    Thanks for the great content Nathan. I wonder if you have any comments regarding other two momentum's ETFs that have been outperforming MTUM over the last three years (VFMO & JMOM). Also, SCHD was a great addition to my retirement investing account (picked it after watching one of your videos).

  18. hounddog00
    July 29, 2021 at 10:53 am

    I will def put MTUM into my watchlist! Thanks.

  19. Tomi Stenvall
    July 29, 2021 at 10:53 am

    Thanks for a good stuff. You basically described my investing style: holding falling knives with two hands and selling the winners way too early. Most of momentum etfs are currently holding the usual suspects – FAANGs, Teslas etc. What if, or when, tides will change, maybe sector rotation, black swan or something else, how will then momentum etfs switch their holdings?

  20. SteZen Nguyen
    July 29, 2021 at 10:53 am

    Hi Nathan. Thank for such a quality video. I have access to http://www.etfrc.com and etf.com and both websites allow me to compare ETFs. When I input MTUM and QQQ, on both website, the result is QQQ is far ahead of MTUM, so I don't know how you come to the conclusion that MTUM outperforms QQQ?
    Thank for a quick reply and have a wonderful day.

  21. Jo Lee
    July 29, 2021 at 10:53 am

    Great video!

  22. Daniel Andrejuk
    July 29, 2021 at 10:53 am

    Great video, thank you, I’ve subscribed to your channel, was wondering if you could answer few questions, email?

  23. wdolce
    July 29, 2021 at 10:53 am

    Great video and it's making me reassess my investment strategy. I'm looking at VFMO, Vanguard's momentum factor ETF. It's relatively new but seems to be slightly cheaper than MTUM and appears to have slightly outperformed it. Would love to get your thoughts on it!

  24. itsJacob72
    July 29, 2021 at 10:53 am

    Momentum seems like growth investing. I feel a bit conflicted now

  25. Alex Y
    July 29, 2021 at 10:53 am

    I read that MTUM follows the MSCI USA Momentum Index but will switch to the MSCI USA Momentum SR Variant Index as of December 1, 2020. Does this change anything? (Especially since you've mentioned the research was on the former index)

  26. David Wester
    July 29, 2021 at 10:53 am

    Recently found your channel and love this particular analysis of momentum, thank you for the time spent to research and share findings! Would you agree that MTUM is a better long term option than VOO/SPY or similar S&P 500 ETFs in a balanced portfolio (including fixed income, value, small caps, international, REITs)? While I was educated in modern portfolio theory and efficent markets it is interesting that French & Fama can’t explain the outperformance of momentum. Have I not been paying attention or are most academics and investment “experts” still beating the drum on just using market cap index options?

  27. Ken Powell
    July 29, 2021 at 10:53 am

    sellTwitter?

  28. Nel Fmo
    July 29, 2021 at 10:53 am

    I wonder if the XMTM.TO is truly the Canadian equivalent of MTUM.

  29. bingomutant1
    July 29, 2021 at 10:53 am

    well researched and clearly presented. Excellent. I wonder if momentum funds are more or less volatile than trackers?

  30. Aaron Morgan
    July 29, 2021 at 10:53 am

    MTUM hasn't been around as long as QQQ so how do we know for sure it will outperform QQQ in the long term?

  31. Ken Lukas
    July 29, 2021 at 10:53 am

    Thank you for the Video! I appreciate the detail you go into. Also could you send a copy of your book. Thank you

  32. Staticks
    July 29, 2021 at 10:53 am

    What do you think of QMOM?