Menu

Post image 1
Post image 2
1 / 2
0

The Skip-Month Mystery: What Last Month’s Returns Are Really Telling You

Alpha Architect·Larry Swedroe·about 1 month ago
#8FZejSB7
Reading 0:00
15s threshold

New research challenges a long-standing rule in momentum investing—and reveals surprising insights about when to use it For decades, investors using momentum strategies have followed a simple rule: ignore last month’s returns. This “skip-month” convention has been standard practice since the 1990s, designed to avoid short-term reversal effects where stocks that jump up one month tend to fall back the next. But what if that ignored month is actually telling you something important? Dibyam Dikhit, author of the January 2026 paper “ The Informational Role of the Most Recent Month in Industry-Level Momentum Strategies ,” examined nearly 50 years of industry-level returns and found that the most recent month contains economically meaningful information—not just noise to be filtered out. The findings suggest investors should think about the skip-month rule differently: not as a universal best practice, but as a conditional tool that works better in some market environments than others.…

Continue reading — create a free account

Join HashtagPLUS to read full articles, follow hashtags, vote, and join the conversation.

Read More