4.8%
Annual return
S&P 500 15.1%
-32.3%
Max drawdown
S&P 500 -22.4%
$13,129
$10,000 became
S&P 500 $22,459
2/6
Years beating the index
13.7%
Annual return
S&P 500 6.2%
-18.9%
Max drawdown
S&P 500 -53.6%
$128,594
$10,000 became
S&P 500 $32,670
13/20
Years beating the index
13.8%
2001-2012
S&P 500 1.9%
13.7%
2013-2020
S&P 500 13.1%
| Year | 🧘 Portfolio | S&P 500 |
|---|---|---|
| 2001 | +0.0%✓ | -15.7% |
| 2002 | -6.6%✓ | -20.5% |
| 2003 | +31.3%✓ | +23.6% |
| 2004 | +24.5%✓ | +9.0% |
| 2005 | +28.7%✓ | +6.3% |
| 2006 | +11.9% | +13.1% |
| 2007 | +25.6%✓ | +2.9% |
| 2008 | -0.1%✓ | -35.0% |
| 2009 | +47.1%✓ | +23.4% |
| 2010 | +3.9% | +14.3% |
| 2011 | +0.1% | +1.0% |
| 2012 | +7.0% | +16.5% |
| 2013 | +42.3%✓ | +26.4% |
| 2014 | +9.0% | +13.9% |
| 2015 | +2.9%✓ | -0.6% |
| 2016 | +1.9% | +13.9% |
| 2017 | +41.2%✓ | +21.0% |
| 2018 | -3.9%✓ | -5.1% |
| 2019 | +4.5% | +31.1% |
| 2020 | +23.5%✓ | +10.5% |
| 2021 | +16.0% | +31.3% |
| 2022 | -25.8% | -19.0% |
| 2023 | -8.8% | +26.0% |
| 2024 | +25.5%✓ | +25.3% |
| 2025 | +7.3% | +18.2% |
| 2026* | +24.2%✓ | +13.2% |
✓ beat the index that year · * 2026 through September only
Hypothetical portfolios only, not investment advice. Past performance does not guarantee future results.
From the 30 stocks with the highest Momentum Quality score, it holds the 10 with the LOWEST FOMO score — stocks in a strong, steady uptrend that aren't "running hot" right now. The psychology: buy strength once the excitement has cooled, not at peak hype. Rebalanced once a month.
✅ Market filter: S&P 500 above its 200-day average — portfolio invested
Target Corporation
TGT · Consumer Staples
Entered: Sep 24, 2026 · $156.15
+0.0% since entry
FOMO: 2/100
Coherent Corp.
COHR · Information Technology
Entered: Sep 24, 2026 · $290.61
+0.0% since entry
FOMO: 3/100
Northern Trust
NTRS · Financials
Entered: Sep 24, 2026 · $174.50
+0.0% since entry
FOMO: 3/100
Steel Dynamics
STLD · Materials
Entered: Sep 24, 2026 · $235.20
+0.0% since entry
FOMO: 4/100
Western Digital
WDC · Information Technology
Entered: Sep 24, 2026 · $450.31
+0.0% since entry
FOMO: 5/100
Welltower
WELL · Real Estate
Entered: Sep 24, 2026 · $233.61
-0.0% since entry
FOMO: 6/100
CSX Corporation
CSX · Industrials
Entered: Sep 24, 2026 · $46.95
-0.0% since entry
FOMO: 7/100
Nucor
NUE · Materials
Entered: Sep 24, 2026 · $247.96
-0.0% since entry
FOMO: 7/100
Targa Resources
TRGP · Energy
Entered: Sep 24, 2026 · $283.15
+0.0% since entry
FOMO: 8/100
BNY Mellon
BNY · Financials
Entered: Sep 24, 2026 · $150.19
-0.0% since entry
FOMO: 8/100
+0.0%
Real performance since launch — Cumulative return
+0.0%
S&P 500 (SPY), same period
0
Closed months
Sep 24, 2026
Last rebalance
Historical backtest
2001-2020: 13.7%/yr vs 6.2% for the S&P 500. Max drawdown -18.9% (index: -53.6%).
2021 to Sep 2026: 4.8%/yr vs 15.1% for the S&P 500. Max drawdown -32.3% (index: -22.4%).
2021 to today: very weak. 4.8%/yr vs 15.1% for the index, and a 32% max drawdown. It fell 26% in 2022 and 9% in 2023 while the index rose 26%. Past performance does not guarantee future results.
