Universe
S&P 500
S&P 500 model
S&P 500 Momentum model
Our flagship model focused on sustained large-cap leadership in the S&P 500.
Stocks
500
Style
Broad large-cap momentum
Rebalance
Monthly
Benchmark
S&P 500
How this model works
Simple process. Same rules every cycle.
- 01
Rank the full S&P 500 universe
Each review starts with the full index and scores trend strength with one consistent rule set.
- 02
Keep the strongest leaders
The model leans into stocks with durable momentum while weaker names naturally rotate out.
- 03
Rebalance on a fixed monthly cycle
Changes happen on schedule. No ad-hoc switches based on daily noise.
Why investors use it
Where this model helps most in practice.
Strengths
- Broad exposure across sectors and industries.
- Clear monthly rhythm that is easy to follow.
- Diversified momentum profile versus narrower universes.
Watch-outs
- Can lag in short, sharp reversals.
- Momentum still has periods of underperformance.
- Needs consistency to judge over time, not day by day.
Best fit: Investors who want momentum exposure with broad large-cap diversification.
Build a calmer routine around momentum.
The S&P 500 model is built to beat the benchmark with rules-based momentum, so you can target stronger returns with a clear monthly rhythm.