All portfoliosEvery portfolio on one chart.
All six started with $15,000 at the open on Oct 6, 2026. Tap a row to open that portfolio.
| Portfolio | Value | Today | Since start | vs S&P 500 | Volatility | Past year |
|---|
Past year: the four momentum portfolios show a backtest of their rules. The two disclosure copies show today's disclosed mix held for the year, which is not the households' actual return. Simulated; not investment advice.
Every dollar figure on the page scales to this amount. The tracked portfolio is always $15,000.
Should you invest in this?
UpsideWhat it is trying to catch
DownsideWhat it costs you
- About 2.3x the swings of the S&P 500. A normal day moves it about ….
Bottom lineWho it suits
- Take the fit check.
Holdings
Risk
How much this portfolio moves, where its eggs are, and when the big news days land.
Where the money is
Earnings dates ahead
Stocks like these often move 10% or more on earnings day.
How the holdings move together
Correlation of daily moves over the past year. Blue means they rise and fall together, which adds risk. Hover a cell for the pair.
Stress test
Drag the market or pick a scenario to see what it would do to your stake today. Estimates use each stock's measured sensitivity to the Nasdaq-100 over the past year.
Real outcomes vary. In a panic, stocks that usually move separately tend to fall together, so true losses can exceed these estimates.
By holding
Where could it be?
A range of possible paths for your stake. Set a time frame and an assumed yearly return. The spread comes from this portfolio's measured volatility, and 2,000 simulated paths are drawn each time.
Backtest: the same rules over the past year
Month by month
Tap a month to see what the rules held.
Is it a fit for you?
Five quick questions. Your answers stay in this browser.
The rules
The portfolio follows these rules exactly. No one picks stocks by feel.
- Trend filter. A stock qualifies only if its price is above its 50-day average and the 50-day is above the 200-day average.
- No chasing spikes. Anything more than 60% above its 50-day average is skipped.
- Score. 40% weight on the 3-month return, 35% on 6 months, 25% on 12 months (skipping the latest month), each compared with the rest of the universe.
- Pick ten. The top ten scores, with no more than two from the same industry.
- Equal weight. The money is split evenly across the ten.
- Stop rule. If a stock closes 20% below its highest close since purchase, it is sold and the cash waits for the next rebalance.
- Rebalance monthly. On the first trading day of each month, using the prior close, the list is rebuilt from scratch.
This is a simulation. No real money is invested. Nothing here is a recommendation to buy or sell any security, and it is not personalized financial advice. Talk to a licensed advisor before investing.
Prices come from Yahoo Finance and refresh about every 15 seconds while the page is open. Quotes can be delayed. Figures exclude trading costs, bid-ask spreads, taxes and dividends.
Company data (revenue growth, valuation, analyst targets, earnings dates) is a snapshot from Oct 5, 2026. Earnings dates can move.
Momentum is one of the most studied patterns in stock returns, but it fails sharply at times, usually when a market that fell hard suddenly reverses. Past returns, including the backtest, do not predict future results.
Projections use a simple random-walk model that understates the chance of extreme days. Treat the ranges as rough.