The following table summarizes ranking of asset classes by subscribers responding during July 2013 to the following question (via the home page poll): “Which of the following asset classes do you expect to perform best in August 2013?” For comparison, the table also shows ranking of asset classes by momentum as specified in the baseline Momentum Strategy.
The only clear agreement between subscriber sentiment and momentum is the top ranking of U.S. small-cap stocks. The strongest disagreement is for gold.
Participation was modest (51 responses), so discrimination among poll ranks 4 through 9 is not reliable.
We will repeat the poll for September 2013 later this month.
