S&P 500 Momentum Model
Flagship model for sustained S&P 500 uptrends.
Return+32.1%Vs benchmark+26.4%
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Two models. One goal.
Ride strong trends higher with transparent rules and monthly updates. Same playbook, two different markets.
Nasdaq 100 Momentum Model
Momentum model focused on top Nasdaq names.
Return+51.6%Vs benchmark+48.2%
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Every number, in one view.
Key stats, rules, and setup differences for both models in a single card.
| Metric | S&P 500 Momentum | Nasdaq 100 Momentum |
|---|---|---|
| Universe | S&P 500 | Nasdaq 100 |
| Number of stocks | 500 | 100 |
| Inception | Apr 28, 2026 | May 1, 2026 |
| Return since inception | +32.1% | +51.6% |
| Vs benchmark | +26.4% | +48.2% |
| Win rate | 71.4% | 66.7% |
| Max drawdown | -42.0% | -49.2% |
| Rebalance cadence | Monthly | Monthly |
| Signal approach | Rules-based momentum | Rules-based momentum |
| Style | Broad large-cap momentum | Growth / tech momentum |
| Designed for | Diversified large-cap exposure | Concentrated Nasdaq leadership |
| Best fit | Investors who want broader market spread | Investors who want a tighter growth focus |
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