SYSTEMATIC MOMENTUM · REAL CAPITAL SINCE DEC 23, 2025
Markets rotate. So does the portfolio.
Every 21 trading days, the model re-ranks the entire S&P 500 and rotates into the seven strongest names — equal weight, rules-based, no discretion. The full audited track record publishes December 2026.
THE DISCIPLINE
Three commitments, kept on every cycle.
SELECTION
The whole index, ranked
Point-in-time S&P 500 constituents — the backtest holds no survivorship bias. Seven names earn a slot; everything else waits for the next cycle.
PROTECTION
Risk rules that stay quiet
Graduated re-entry and a hard emergency stop that fired only three times across 21 years of backtesting — each time correctly.
TRANSPARENCY
Every trade on the record
Date, ticker, shares, execution price — logged from day one and published with the audited track record in December 2026.
THE EVIDENCE
Two decades of backtest. Frozen before the test that counts.
Parameters were locked before out-of-sample validation — then the model proved itself on data it had never seen. Now it proves itself with real money.
~32%
BACKTEST CAGR
+8.9%
OOS ALPHA VS SPY
21 yrs
CYCLES TESTED
7
EQUAL-WEIGHT HOLDINGS
FREE TO EVERY READER
Tools built for systematic traders.
DAILY · 4:30 PM ET
Breakout scanner
VCP, Episodic Pivot, and EMA Pullback setups detected across the market at every close. Free, every trading day.
CALCULATORS
Position sizing & growth
Position size, compound growth, drawdown recovery, and a momentum rebalance simulator — the math behind the discipline.
LEARN
Courses & pattern guides
Free foundations in momentum trading, plus annotated VCP, EP, and pullback pattern guides. Advanced training for serious students.
Watch a track record being built — in public.
Subscribe free to follow every rotation as it happens. Paid signal access opens with the audited record in December 2026.