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2 Momentum Portfolio Management Alternatives To MTUM

May 02, 2021 1:59 AM ETMTUM, VTI, VEU, BND, TLT, LQD, VTHRX, VNQ10 Comments
Lowell Herr profile picture
Lowell Herr


  • Dual Momentum is a viable investing model vs. using a single ETF, MTUM.
  • Relative Strength is a second momentum investing model that has merit.
  • Performance data is shown for each model.
  • How to provide downside protection when using momentum models.
  • Risk Ratio data shows how well portfolios are performing based on the underlying portfolio risk, appropriate benchmark, and a low-risk interest rate.

Millikan Pond at Caltech
Photo by SergeYatunin/iStock Editorial via Getty Images

Two momentum models investors can use in lieu of the single ETF, MTUM, are the popular Dual Momentum model and an approach known as Relative Strength or Tranche Momentum. This second model is patterned

This article was written by

Lowell Herr profile picture
Retired physics instructor and now editor of the ITA Wealth Management investment blog.

Analyst’s Disclosure: I am/we are long VTI, VEU, VNQ, QUAL, VOE, VBR. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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