Quantitative Momentum
Equity Portfolio Strategy

A systematic, rules-based strategy that identifies high-momentum stocks using a 7-factor scoring system. Daily rankings, transparent methodology, and full backtest results.

Strategy Performance (2023-2025)

Backtested results based on 7-factor momentum scoring system

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Total Return
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Annualized
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Sharpe Ratio
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Max Drawdown

How It Works

A transparent, systematic approach to momentum investing.

1

Daily Scoring

Every trading day, all 85 stocks in our universe are scored using 7 momentum factors: price performance, volume strength, MA alignment, bullish candles, volatility, trend consistency, and relative strength.

2

Market Filter

New positions are only opened when QQQ is above its 13-day moving average. This keeps us out of the market during downtrends, protecting capital when conditions are unfavorable.

3

Portfolio Construction

The top 10 stocks with scores above 60 form the portfolio with equal-weight allocation. Positions are rebalanced daily at market open based on the previous day's rankings.

Ready to Explore?

View the complete backtest results, current holdings, and daily momentum rankings.

Important Disclaimer

EquiAlgo is for informational and educational purposes only. The information and analysis do not constitute investment advice. Past performance is not indicative of future results. All backtested results are hypothetical and do not reflect actual trading. You should conduct your own research and consult with qualified financial advisors before making any investment decisions. Trading stocks carries risk, including the potential loss of principal.