All Weather Momentum
Prices as of Oct 26, 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.
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026All Weather Momentum | +10.58%+10.76%net +10.58% | -4.23%-4.07%net -4.23% | -7.19%-7.04%net -7.19% | +18.53%+18.73%net +18.53% | +1.50%+1.67%net +1.50% | +4.07%+4.24%net +4.07% | -6.13%-5.97%net -6.13% | -0.42%-0.26%net -0.42% | +0.91%+1.08%net +0.91% | – | – | – | +16.07%+17.82%net +16.07%Jan–Sep |
| S&P 500 | +1.47% | -0.86% | -5.20% | +10.51% | +5.26% | -1.28% | +0.03% | +2.68% | -0.58% | – | – | – | +11.84% |
| 2025All Weather Momentum | – | – | – | – | +0.85%+1.02%net +0.85% | +3.56%+3.73%net +3.56% | +6.82%+7.00%net +6.82% | -0.37%-0.20%net -0.37% | +4.00%+4.17%net +4.00% | +8.20%+8.38%net +8.20% | -8.20%-8.05%net -8.20% | +3.15%+3.32%net +3.15% | +18.43%+20.02%net +18.43%May–Dec |
| S&P 500 | +2.69% | -1.27% | -5.86% | -0.87% | +6.28% | +4.83% | +2.30% | +2.05% | +3.28% | +2.38% | +0.20% | -0.22% | +22.97% |
Showing net of a 2% annual model fee.Showing gross, before fees.
Net returns deduct a 2% annual model fee, the highest fee we charge, taken as one twelfth each month and compounded. Gross returns are before any fees.
These are model portfolio returns, calculated from target holdings and market prices. No client account earned them, and the 2025 figures were calculated after the fact. Your own returns would differ. The S&P 500 is an unmanaged index with no fees, and you cannot invest in it directly. Past performance does not guarantee future results.