Rules-Based Momentum Investing
Subscribe on Substack ↗
Rules-based research delivered bi-weekly.
Bi-Weekly • Systematic • Emotion-Free
INVSTMOMENTUM is a systematic investing framework that identifies market leadership and allocates capital using predefined, repeatable rules.
No forecasts.
No discretionary decisions.
No reaction to noise.
Designed for investors who prioritize process, discipline, and long-term execution.
CORE BENEFITS
Systematic decision-making without discretion
Removes emotional and behavioral bias
Adapts to changing market regimes
Focused capital allocation, not over-diversification
Process-driven risk management
WHAT IT DOES
Ranks stocks using multi-period momentum
Selects a focused portfolio of leaders
Rebalances on a fixed schedule
Reduces exposure when conditions deteriorate
HOW IT WORKS
Operates on a predefined stock universe
Uses fixed, repeatable rules
No forecasts, predictions, or opinions
Same process in all market environments
WHO IT’S FOR
Investors seeking a rules-based process
Those who value discipline over prediction
Long-term allocators, not day traders
Investors comfortable with rotation and drawdowns
PROOF WITHOUT HYPE
Backtested across multiple market cycles
Compared objectively against SPY
Performance shown net of assumptions
Drawdowns disclosed, not hidden
DISCLAIMER
Educational and informational content only.