Dear Members,
We are grateful for your support and engagement with Momentum Wealth Research. To sustain the depth and quality of our institutional-grade research—including the monthly Shield & Sword updates, Red Line signal, and momentum rankings—we are transitioning to a fully paid subscription model effective immediately.
As a token of our appreciation for your loyalty as a current subscriber, we are pleased to offer you an exclusive 50% discount.
Thank you for being part of our community. We remain committed to delivering objective, trend-following insights to help you navigate markets with clarity and confidence.
Now, onto this month’s Shield Update…
🛡️The February Weekly Update
The Monthly Red Line Signal | Risk Status
Synopsis of the long-term trend
Synopsis of Momentum
Overview of Market Rotation, lagging growth, leading value
The Hypothetical Model Portfolio settings for February.
Moving Beyond “Passive” to a Risk-Management Plan
Most investors buy a broad index fund(s) and just hope for the best. But markets don’t work like this. Historical drawdowns of -20% to -50% aren’t uncommon, and it can often take 2 to 10 years just to get back to even when this happens.
For a passive investor, that’s a decade of lost time. For us, that is a risk we refuse to take without a plan.
The Shield is the plan in attempt to combat this. It tells you when the trend favors growth and, more importantly, when it’s time to manage risk.
