Rules-Based Portfolios
for Global Equities
Institutional-quality momentum strategies with full performance transparency. Backtested from 2016, updated daily, and rebalanced systematically — no guesswork.
Active Portfolios
Click any card to view the full performance page.
How the Strategy Works
Each portfolio applies a systematic multi-stage momentum funnel that ranks stocks by their recent price performance across several timeframes, then selects only the strongest.
The selection process runs every month (or every week for absolute momentum strategies), rotating into new leaders and out of laggards automatically — with no human judgement involved in the stock selection.
See Example Portfolio →Access Current Holdings
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