Portfolio system
Momentum Rotational Portfolio
A fully allocated portfolio system designed to beat the S&P 500 over the long run. It holds the 5 strongest stocks in the index, checked the same day every month, and a stock is only swapped when it falls out of the top five.
The best way to think about it: index fund investing on steroids. Bigger gains, and bigger drops.
25.5%
a year since 1993, after costs
SPY: 10.9% a year
22 of 32
full years it beat SPY
1994 through 2025
−66.6%
worst drop, Oct 2007 to Mar 2009
SPY’s worst: −55.2%
About 2
of the 5 stocks change in a typical month
Some months, none do
Growth of $100
January 1993 to September 2026, after trading costs, log scale
- Momentum Rotational Portfolio
- SPY (S&P 500 fund)
Hover over the chart, or press and hold on a phone, to see any date.
On a log scale each gridline is ten times the one below, so equal slopes mean equal percentage gains. Trades before the first published alert on 22 Oct 2026 were rebuilt by applying the rule to past prices.
How it works
Three steps, once a month
- Step 01
Rank every stock.
Once a month, every stock in the S&P 500 is ranked by how much it has risen over most of the past year.
- Step 02
Own the top 5.
Buy the 5 stocks at the top of the list and split the money evenly between them.
- Step 03
Rotate only what drops out.
When a stock falls out of the top 5, sell it and move the money into the new names. Leave the rest alone, even the big winners.
Current holdings
Members see the 5 stocks the portfolio holds now, and get an alert the evening before the next rotation on 22 Oct 2026.
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| Stock | Bought | Gain so far |
|---|---|---|
| Ticker hidden | 23 Jan 2026 | +274.4% |
| Ticker hidden | 24 Aug 2026 | +29.7% |
| Ticker hidden | 23 Sep 2026 | +9.0% |
| Ticker hidden | 23 Jun 2026 | +2.7% |
| Ticker hidden | 23 Jul 2026 | +0.3% |