⚔️ The Sword | The NEW February Rankings

Your Guide to Identify Momentum

---

To read our full disclaimer, click here

---

For a full archive of past signals and rankings, click below

The Signal Archive

---

⚔️ The Sword Process

With the current Shield signal positive (price above the Red Line), the paid Sword Process activates—providing the systematic research framework to capitalize on momentum in offensive regimes.

This integrated process includes:

• Momentum Rankings: Monthly algorithm-driven selection of leaders.

• Hypothetical Model Portfolio: Hypothetical trend-based model illustrating how signals could be applied.

• Roundtable Video (Upcoming): Monthly executive briefing for deeper conceptual insights.

The Momentum Algorithm: Our Three Step Process

• 1. Absolute Momentum: Analysis of U.S. large-cap stocks using 6- and 12-month 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 stocks with the highest final momentum scores form the core rankings input to the Sword Process.

---

⚔️ THE NEW February Rankings

These five SIX names represent the current Sword Rankings.

• 2 New Entries: The algorithm triggered two new leadership signals.

• 1 Exit: Former leader removed due to fading momentum.

• 4 Keepers: Maintained status.

\(\begin{array}{l l l} \textbf{Rank} & \textbf{Company} & \textbf{Movement} \\ \hline 1 & \text{Google (\$GOOG)} & \text{▲ Up from \#2} \\ 2 & \text{Micron Technologies (\$MU)} & \text{🆕 New Entry} \\ 3 & \text{Johnson \& Johnson (\$JNJ)} & \text{▲ Up from \#5} \\ 4 & \text{Lam Research (\$LRCX)} & \text{🆕 New Entry} \\ T5 & \text{Eli Lilly (\$LLY)} & \text{▼ Down from \#4} \\ T5 & \text{Apple (\$AAPL)} & \text{▼ Down from \#1} \\ \hline \text{Exit} & \text{Broadcom (\$AVGO)} & \text{Previously \#3} \\ \end{array}\)

---

Hypothetical Model Portfolio Integration

This model is purely conceptual and educational—illustrating potential application of the Sword Process in a positive regime (not actual trading or advice).

Example Allocation Framework:

\(\begin{array}{c c c c } \textbf{Section} & \textbf{Signal} & \textbf{Holding} & \textbf{Weight} \\ \hline \text{🛡️ The Shield} & \text{🟢 Positive} & \text{Broad Indexes} & 70\% - 85\% \\ \text{⚔️ The Sword} & \text{🟢 Positive} & \text{Momentum Stocks / Sectors} & 15\% - 30\% \\ \end{array}\)

This model and Sword Ranking is for illustrative purposes only. Not financial advice. See full disclosures.

---

1. Google (GOOG)

Rank: #1 Sector: Technology / Communications

Notes: Google has been a clear leader in the past few months. A series of higher highs and higher lows, proving a strong technical uptrend. Google reports earnings this coming week. If the trend is any indicator of things to come, we are looking for a positive report to coincide with this trend.

---

2. Micron (MU)

Rank: #2 Sector: Semiconductors / Memory

Notes: Memory stocks have been dominating this market - as is reflected in our rankings with the addition of MU 0.00%↑ and LRCX 0.00%↑.

---

3. Johnson & Johnson

Rank: #3 Sector: Healthcare

Notes: JNJ 0.00%↑ trading like a growth stock. Series of higher highs → pullback of higher lows. We’ve reached the top of the green envelope this week, may see a pullback down to the 21-day EMA as we’ve seen in the past.

---

4. Lam Research (LRCX)

Rank: #4 Sector: Semiconductors / Memory

Notes: Lam, like Micron, looks like a bullet train. Volatile, but a bullet train.

---

T5. Eli Lilly (LLY)

Rank: #5 Sector: Healthcare

Notes: Lilly consolidating within a range. Holding $1,000 support, looks like it could be primed to break through $1,100 resistance to resume the uptrend. Earnings report coming up this week, keep an eye out.

---

T5. Apple (AAPL)

Rank: #5 Sector: Technology

Notes: Apple just barely missed the cut for the top 5 by month end. However, Today’s breakout would have kept it in the #1 spot, so, we are keeping it in tied at the #5 spot. Because This. Looks. Good.

---

See you next week for the Shield Report update.

---

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.

Please see our full Terms of Service & Privacy Policy

Terms of Service | Privacy Policy