Momentum Prime
Rule-driven momentum in sustained leaders—rotate into strength, cut laggards with clear exits.
QUICK LINKS
HIGHLIGHTS
Performance
Trend-Capture Alpha
Tilts toward businesses with durable earnings expansion and persistent price leadership to seek multi-year excess returns.
Stability
Fast Adaptation
Quality/liquidity guardrails, along with position caps, aim to ease sell-offs versus unfiltered trend-chasing.
Risk Level
High-Risk
10–15 names; suitable for investors comfortable with equity volatility and tracking error.
Rebalancing
Rules-Based Monthly
Systematic refresh with hard exits on trend/quality breaks; calibrated turnover to keep leaders current.
Benchmark Comparison
| Metric | Momentum Prime | |
|---|---|---|
| Absolute Return | 124% | 80% |
| Absolute Return | 124% | 80% |
| Absolute Return | 124% | 80% |
| Absolute Return | 124% | 80% |
| Absolute Return | 124% | 80% |
Ratios
Trending Portfolios
Popular portfolios driving strong engagement this month.
Market Insights
Is PMS Worth It for Long-Term Investors?
Portfolio Management Services provide tailored investment strategies managed...
Is PMS Worth It for Long-Term Investors?
Portfolio Management Services provide tailored investment strategies managed...
Is PMS Worth It for Long-Term Investors?
Portfolio Management Services provide tailored investment strategies managed...
Any questions? We got you.
Our team is here to help you understand portfolios, investments, and account setup — every step of the way. Visit our Knowledge Hub to learn more.