Optimal Momentum™ Optimal Momentum™

What Is Momentum Investing?

Momentum means persistence in performance. Additional periods of superior performance tend to follow initial periods of superior performance. But it is more than that. Momentum is also a systematic rules-based approach for entering and exiting the markets based on specific, proven criteria.   

Why Use It?

Momentum as we define it is still largely undiscovered by mainstream investors. Yet it is now universally accepted by the academic community as an investment approach offering consistently superior risk-adjusted returns. This website will introduce you to the features and benefits of momentum investing.


A body in motion tends to stay in motion.”

                                 -Sir Isaac Newton

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Our award winning book:

Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk

2014 Winner, “Business: Personal Finance/Investing” category, USA Best Book Awards

2015 Finalist, “Business: Personal Finance/Investing”

category, International Book Awards