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Our Story
We got wrecked by the Tech Bubble in the early 2000s, along with thousands of other investors.
We followed the "buy and hold" advice everyone preaches. I thought I was being disciplined. Patient. Dollar-Cost Averaging. Long-term focused.
…but it kept dropping, and we kept losing more, and more, and more money.
After this disaster, we swore we would never endure another drawdown like this - that we would have a plan.
After studying charts, strategizing, and researching, we developed a simple, repeatable strategy that could help us sidestep the majority of every crash in history.
Not perfectly. But effectively.
Now we are sharing it with you.
The Problem with “Buy and Hold”
Most investment gurus and fund companies LOVE showing you a 100-year chart of the S&P 500:
“See! Time in the market beats timing the market!”
“Just buy-and-hold, it’ll come back around!”
They make it sound so simple, so easy, so effortless.
The Reality
What they fail to show you, is how long drawdowns last, how hard they fall, and how much stress you experience when your net worth folds in half.
If you lose half of your portfolio, and it takes 10 years just to gain it all back - is that a risk you’re willing to take? Because that’s reality
The “Lost Decade” Reality Check
From 2000 to 2011, the passive “buy and hold” investor experienced:
Two separate 40%+ drawdowns
11 years just to get back to breakeven
Countless sleepless nights?
Most people can’t.
Historical market data is for educational and research purposes only. This table illustrates the performance of the S&P 500 (SPY) during specific historical periods and does not represent the performance of any specific investment strategy or the Momentum Wealth Research model portfolio. Data Source: Portfolio Visualizer https://www.portfoliovisualizer.com/tactical-asset-allocation-model?s=y&sl=6kxjT7fGdFgHXb5n9o6xDh
The Solution: The Red Line
Take a look at those same crashes—but this time, notice when price crossed below the Red Line.
Imagine if you had reduced risk when the signal turned negative.
You wouldn’t have avoided all the pain. But you could have potentially sidestepped much of it.
But What About the Recovery?
“Sure, you avoid the crash. But don’t you miss the recovery?”
Look at the COVID crisis:
March 2020: The Red Line turned negative. The market dropped 30%+ in three weeks.
May 2020: The Red Line turned positive again.
Were you optimistic about the economy in May 2020? Of course not. We couldn’t leave our houses.
But the Red Line was.
The signal was positive—before most people felt comfortable.
Every signal has a flaw. What’s ours?
False alarms.
We’re upfront about this because it’s important you understand the trade-off.
In strong bull markets (like 2023), price may briefly dip below the Red Line and shoot back up.
This is called a “whipsaw”—and it’s the cost of following trends rather than predicting them.
How We Address This
We only signal risk when price closes below the Red Line at the end of the month.
This filters out intra-month noise while maintaining the integrity of the framework.
It’s not perfect. But it’s disciplined.
What You Get: The Shield & Sword System
We provide two complementary frameworks:
🛡️ The Shield: Risk Management
Monthly positioning signal based on the Red Line (updated weekly)
Every Friday, paid subscribers get:
Current Red Line status (S&P 500 and Nasdaq 100)
Momentum analysis (is the trend strengthening or weakening?)
Market breadth (what percentage of stocks are participating?)
Hypothetical Model portfolio based on the signals
How the signal works:
Weekly updates show current trend status
Official signal is based on month-end close
Model portfolio changes only at month-end
This reduces false signals while keeping you informed throughout the month.
⚔️ The Sword: Momentum Execution
Monthly rankings of the top 5 stocks with the strongest risk-adjusted momentum
Our M5 algorithm ranks stocks using:
Absolute Momentum - Multi-timeframe price analysis
Risk Adjustment - Incorporates T-Bill rates and volatility
Quality Filtering - Market cap and institutional liquidity
Every month, paid subscribers get:
All 5 ranked stocks with momentum scores
Annotated charts for each position
Why stocks made or missed the list
What we’re watching for next month
🎯 Model Portfolio
A hypothetical illustration showing how to combine both frameworks:
When Shield = Positive → Offensive allocation
When Shield = Negative → Defensive allocation
This is purely educational—not actual trading or financial advice.
How is this different from other newsletters?
Most newsletters give you opinions or predictions.
We give you signals.
The Red Line doesn’t care about:
Fed speeches
Earnings reports
Political drama
Economic forecasts
It just tracks the trend.
When price crosses below, the signal turns negative. When price crosses above, the signal turns positive.
Simple. Systematic. Historical.
Pricing
Regular Price: $299/year ($29/month)
What’s Included:
✅ Weekly Shield Reports (every Friday)
✅ Monthly Sword Rankings (top 5 momentum stocks)
✅ Model Portfolio
✅ Full chart access and technical analysis
✅ Email updates when signals change
7-Day Free Trial
Cancel anytime.
If you’re not finding value after a week, we don’t want your money.
Want to See the Full Research Process?
Click below to see our complete Shield and Sword methodology:
Disclosures
Momentum Wealth Research LLC (“The Publisher”) is an independent publisher of financial information. The content provided herein, including the “Sword Rankings,” “Shield Report,” and hypothetical model portfolios, is for educational and informational purposes only. Momentum Wealth Research LLC and Momentum Wealth Planning, LLC (“The RIA”) are separate legal entities.
Your subscription does not create a fiduciary, client, or professional relationship with The Publisher or The RIA. All investment strategies, including the “Shield & Sword” system, involve a significant risk of loss. Past performance is no guarantee of future results. Model portfolios are purely conceptual and do not represent the performance of actual trading activity. Readers are encouraged to independently evaluate all investments and consult with a professional advisor before taking action.
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