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⚔️ The Sword Process
How can you take advantage of momentum in positive markets?
Our process includes:
Momentum Stock Rankings: Monthly algorithm-driven selection of 5 top stocks with the highest relative strength.
Hypothetical Model Portfolio: Hypothetical trend-based model illustrating how signals could be applied.
The Momentum Algorithm: Our Three Step Process
1. Absolute Momentum: Analysis of U.S. large-cap stocks using multi-time frame price momentum to identify established uptrends.
2. Risk-Adjustment: Adjustment for risk, incorporating T-Bill rates (risk-free) and volatility (standard deviation).
3. Quality-Adjustment: Standardizes the data to create an apples-to-apples comparison and filtered for market cap to ensure liquidity and institutional quality.
The 5 stocks with the highest final momentum scores form the core rankings input to the Sword Process.
⚔️ Momentum Stock Weekly Update
Five SIX names are currently represented in our Momentum Stock Rankings.
February Signal Recap:
2 New Entries: The algorithm triggered two hot new leadership companies for February contributing to the AI space.
4 Keepers: Maintained leadership status - includes 1 healthcare company that continues to take off.
1 Exit: The algorithm removed a tech giant (a previous favorite) due to failed momentum.
Here’s the Top five Six
