Strategy detail
Momentum Regime
A research basket for trend strength when the market backdrop is constructive.
Rebalance: Monthly
Benchmark: S&P 500
Live tracking
Return History
Current basket indexed from live stock price history.
Tracker vs S&P 500 benchmark
Current Strategy Holdings
Weights reflect the latest stored rebalance.
| Ticker | Company | Weight | Score | Reason | Sector |
|---|---|---|---|---|---|
| ABML | AMERICAN BATTERY TECHNOLOGY Co | 5.0% | 1,222 | Latest price data ranks three- and six-month trend strength with available market data. | Basic Materials |
| AGL | agilon health, inc. | 5.0% | 7,847 | Latest price data ranks three- and six-month trend strength with available market data. | Healthcare |
| AKTX | Akari Therapeutics PLC | 5.0% | 2,334 | Latest price data ranks three- and six-month trend strength with available market data. | Healthcare |
| ALIT | Alight, Inc. / Delaware | 5.0% | 1,756 | Latest price data ranks three- and six-month trend strength with available market data. | Technology |
| AZUL | AZUL SA | 5.0% | 1,536 | Latest price data ranks three- and six-month trend strength with available market data. | Industrials |
| CENN | Cenntro Electric Group Ltd | 5.0% | 1,301 | Latest price data ranks three- and six-month trend strength with available market data. | Consumer Cyclical |
| CFNB | CALIFORNIA FIRST LEASING CORP | 5.0% | 5,437 | Latest price data ranks three- and six-month trend strength with available market data. | Financial Services |
| ELVG | Elvictor Group, Inc. | 5.0% | 4,813 | Latest price data ranks three- and six-month trend strength with available market data. | Industrials |
| GDNSF | Goodness Growth Holdings, Inc. | 5.0% | 1,735 | Latest price data ranks three- and six-month trend strength with available market data. | Healthcare |
| INCT | InCapta, Inc. | 5.0% | 4,091,580 | Latest price data ranks three- and six-month trend strength with available market data. | Communication Services |
| LAAB | Startech Labs, Inc. | 5.0% | 10,507 | Latest price data ranks three- and six-month trend strength with available market data. | Technology |
| LAZR | Luminar Technologies | 5.0% | 20,676 | Latest price data ranks three- and six-month trend strength with available market data. | Consumer Cyclical |
| LIFW | MSP Recovery Inc | 5.0% | 1,311 | Latest price data ranks three- and six-month trend strength with available market data. | Financials |
| LTMAY | LATAM AIRLINES GROUP S.A. | 5.0% | 3,961 | Latest price data ranks three- and six-month trend strength with available market data. | Industrials |
| MYSN | Myson, Inc. | 5.0% | 247,455 | Latest price data ranks three- and six-month trend strength with available market data. | Financial Services |
| NUGN | Livento Group, Inc. | 5.0% | 601,900 | Latest price data ranks three- and six-month trend strength with available market data. | Technology |
| OPI | Office Properties Income Trust | 5.0% | 4,451 | Latest price data ranks three- and six-month trend strength with available market data. | Real Estate |
| QH | Quhuo Ltd | 5.0% | 2,609 | Latest price data ranks three- and six-month trend strength with available market data. | Technology |
| QSAM | QSAM Biosciences, Inc. | 5.0% | 232,222 | Latest price data ranks three- and six-month trend strength with available market data. | Healthcare |
| UVIX | VS Trust | 5.0% | 786.9 | Latest price data ranks three- and six-month trend strength with available market data. | - |
Recent Events
Rebalances and strategy updates.
20 holdings were written for research tracking.
Research and Risk Disclosure
This page is for informational research and decision support only. It is not personalized financial advice and does not say that any user should buy or sell a security. 13F investor data reflects last disclosed public filings and may be delayed, incomplete, amended, or no longer current. Strategy returns are historical model output or live tracking only when explicitly marked live. Review benchmark, time period, rebalancing frequency, data assumptions, fees, slippage, drawdown, and survivorship-bias handling before relying on any performance comparison.