Strategy & Suitability
What exactly is INVSTMOMENTUM?
INVSTMOMENTUM is a systematic, rules-based momentum investing framework that identifies leading U.S. equities using objective price-based data and reallocates on a fixed schedule.
Is this personalized investment advice?
No. All outputs are model-generated, non-personalized, and provided for informational and educational purposes only.
Who is this strategy designed for?
It is designed for investors who value discipline, structure, and repeatability, and who are comfortable following a predefined process without discretionary overrides.
Who should not use this strategy?
This framework is not suitable for short-term traders, discretionary investors, or anyone seeking guaranteed results.
Capital & DCA
What is the minimum capital required to start?
You can start with $3,000, though this may not always allow full replication of the strategy when using whole shares.
What capital level has worked consistently in the past?
A starting capital of $5,000 has historically been sufficient to fully replicate the strategy with whole shares at every rebalance since 2005.
Is Dollar-Cost Averaging (DCA) supported?
Yes. Starting smaller and adding capital monthly is a supported and practical approach, especially for investors building capital over time.
Will I always hold all positions when starting small?
Not always. Temporary under-allocation can occur due to whole-share constraints and typically resolves as capital increases.
Execution
How often does the strategy rebalance?
The portfolio is reviewed and adjusted on a fixed bi-weekly schedule. No changes occur outside scheduled rebalance dates.
When should trades be executed?
Trades are intended to be executed near market close on the scheduled rebalance day, in line with the model’s assumptions.
Can I override or delay trades?
No. Overriding or delaying trades introduces behavioral risk and undermines the integrity of the system.
Risk & Expectations
Will the strategy experience drawdowns?
Yes. Drawdowns are a normal and unavoidable part of momentum investing and should be expected.
Why does the strategy sometimes hold cash?
Cash is held intentionally during unfavorable market regimes as a risk-management measure, not due to missed opportunities.
Does the strategy use leverage or derivatives?
No. The strategy uses cash equities only and does not employ leverage or derivatives.
Subscription
How is access delivered?
All subscriptions and updates are delivered via Substack. This website serves as the documentation and framework layer.
Does subscribing guarantee performance?
No. There are no guarantees. Results depend on market conditions and execution consistency.
All strategy outputs are model-generated, non-personalized, and provided for informational and educational purposes only.