All Weather Momentum
Prices as of Oct 6, 2026 · Market closed
Strategy
The All Weather Momentum Portfolio is a high-conviction, equal-weight strategy of 10 stocks from major indices, built to capture the return opportunities in the market at any given time.
It selects companies demonstrating consistent upward price movement, further validated by a minimum market value of $30 billion and annual earnings growth of at least 10% — ensuring price strength is grounded in solid business performance.
With no sector constraints, the portfolio follows strength wherever it emerges — rotating freely across industries to stay aligned with the market's leading companies at all times.
Its high risk high reward model suited for investors seeking focused, growth-oriented exposure.
Year to date
- SPY
Jan 2, 2026 to Oct 6, 2026Range -7.32% to +14.25%
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.76% | -4.07% | -7.04% | +18.73% | +1.67% | +4.24% | -5.97% | -0.26% | +1.08% | – | – | – |
| 2025 | – | – | – | – | +1.02% | +3.73% | +7.00% | -0.20% | +4.17% | +8.38% | -8.05% | +3.32% |