US large-cap momentum strategy that holds the 8 stocks with the strongest average 3-, 6-, and 12-month returns in equal weights capped at 13% each, checks daily after the close but rebalances monthly, and sells only when a holding drops out.
−10.94% since it started on Nov 1
- Performance
- −10.94% Since Nov 1
- Trades
- 11 About 2 a day
- Holdings
- 8 Sells after 1 day on average
- Biggest drop
- −14.25% From its high on Nov 3
$89,056.27
−$10,943.73 (−10.94%) since Nov 1
#185 of 220Stats
- Performance
- −10.94%
- Trades
- 11
- Holdings
- 8
- Biggest drop
- −14.25%
PortfolioLive
StockValueWeightHeldReturn
MRNAModerna55.359763 shares$14,07015.8%4 dayssince Nov 3+13.9%+$1,712
CRLCharles River Laboratories International36.285043 shares$12,24113.7%4 dayssince Nov 3−0.9%−$117
ILMNIllumina53.038454 shares$11,30012.7%4 dayssince Nov 3−8.6%−$1,058
CRWDCrowdStrike Holdings50.610041 shares$10,97812.3%4 dayssince Nov 3−11.2%−$1,380
MPCMarathon Petroleum28.739441 shares$10,71212.0%4 dayssince Nov 3−13.3%−$1,646
DELLDell Technologies30.909582 shares$10,15611.4%4 dayssince Nov 3−17.8%−$2,202
MUMicron Technology14.378247 shares$9,92411.1%4 dayssince Nov 3−19.7%−$2,434
SNDKSandisk11.163872 shares$9,32410.5%4 dayssince Nov 3−24.6%−$3,034
Cash$3520.4%