The NEW March Signal

Your Guide to Manage Risk & Momentum

The March Report

• The Monthly Red Line Signal | Risk Status

• Breakdown of the long-term trend

• Breakdown of momentum

• The Hypothetical Model Portfolio settings for February.

• Full March Stock Rankings

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🛡️The March Signal

👇 Get the full analysis and weekly updates

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🟢 Positive Trend

🟡Weak Momentum

The signals are favorable. The market the long-term trend is positive, however momentum is fading. The conflict with Iran is heightening market volatility.

\( \begin{array}{l c c c} \textbf{Index} & \textbf{Red Line Status} & \textbf{Momentum Trend} \\ \hline \text{S&P 500 (SPY)} & \text{Above } \checkmark & \text{Negatuve } \times \\ \text{Nasdaq 100 (QQQ)} & \text{Above } \checkmark & \text{Negative } \times \\ \end{array} \)

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🛡️The Red Line | Long-Term Trend Review

We define risk using one primary metric: The Red Line (the 200-day moving average).

• The Signal:

  • If the price is Above the Red Line, we play offense.

  • If it falls Below the Red Line, we play defense.

• The Verdict:

  • Both the S&P 500 (SPY) and the Nasdaq 100 (QQQ) are currently trading Above the Red Line ✅.

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S&P 500 $SPX

Above the Red Line ✅

Nasdaq 100 $NDX

Above the Red Line ✅

🛡️Momentum Trend Review (The Speedometer)

Think of this as the “speed” of the market. It measures the strength behind the price.

• We track a faster-moving moving averages to track the market momentum.

• Positive Momentum: When the Gray Line is above the Blue Line, the market has positive momentum.

• Neutral/Lagging Momentum: When the Gray Line is below the Blue Line, the market has negative / neutral momentum.

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S&P 500 $SPX

Negative❌

Nasdaq 100 $NDX

Negative ❌

⚔️The March Rankings

1. Google (GOOG)

Rank: #1 Sector: Technology / Communications

2. Micron (MU)

Rank: #2 Sector: Technology / Semiconductors

3. Johnson & Johnson (JNJ)

Rank: #3 Sector: Healthcare

4. Eli Lilly (LLY)

Rank: #4 Sector: Healthcare

5. Lam Research (LRCX)

Rank: #5 Sector: Technology / Semiconductor Equipment

🛡️⚔️The Shield and Sword Hypothetical Model

The following section is reserved for paid subscribers of Momentum Wealth Research.

Investors are trained to seek predictions. What you should really seek is a process.

Upgrade to access the full Sword Process—the comprehensive framework integrating the hypothetical Model Portfolio (centerpiece), Momentum Rankings, and Roundtable insights.

Trend: 🟢 Positive

Momentum: 🟡Fading

Current Model Hypothetical Positioning

Hypothetical Disclaimer: This model is purely conceptual and for educational purposes only. It is not based on actual accounts and does not represent real trading activity. It does not account for trading costs, taxes, or dividends. Momentum Wealth Research is an independent publisher and does not provide personalized investment advice. See Full Terms of Service.

How the Model Works - Examples:

The Positive Environment 🟢

At the end of each month, if the price is Above the Red Line, the system is on offense.

• The Shield: Hypothetically allocates ~70% to ~85% to broad equity indexes (like the S&P 500) to capture the primary trend.

• The Sword: Hypothetically allocates ~15% to ~30% to the Momentum Stocks or high-strength sectors / thematic funds in attempt to capture current leadership.

The Negative Environment (Shield is Red 🔴)

At the end of each month, if the price breaks Below the Red Line, the system moves to defense.

• The Shield (Risk Management): Hypothetically allocates as low as 0% to equities and as high as 100% to risk-off assets like cash, money markets, or short-term Treasuries.

• The Sword: Hypothetically allocates as low as 0% to momentum stocks, moving the entire portion to ‘risk-off’ alongside the Shield.

Stay tuned for the new Sword Rankings update this weekend - some positive changes coming up.

-Your friends at Momentum Wealth Research

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Disclosures

Momentum Wealth Research LLC (“The Publisher”) is an independent publisher of financial information. All content provided is for informational and educational purposes only and does not constitute personalized or specific investment advice. Momentum Wealth Research LLC is an affiliate of Momentum Wealth Planning, LLC (“The RIA”) and 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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