Quality × Growth
A quality strategy that buys financially strong companies (solid fundamentals, low debt and healthy growth) and holds a focused basket of US stocks, refreshed twice a year.
Growth of $100
What $100 would have become. The dashed line marks the live-trading start.
Current portfolio
Equal-weight, rebalanced twice a year. Growth is each stock's price change since it entered the portfolio at the last rebalance. The strategy's live return above is the combined performance of these positions since purchase (a single stock's headline figure can look larger because it is now a bigger slice of the basket).
Monthly returns (%)
Plain rows are the backtested model; LIVE rows are live trading. Live won't match the model exactly: real costs, execution timing, and a gradual start. The green marker shows the month live trading began.
How it works
The strategy ranks US companies on quality, financial strength and reasonable valuation, then holds a focused, equal-weighted basket. The selection is recomputed twice a year from the latest published company accounts and rebuilt automatically, with no discretion.
Strong fundamentals
Low debt, healthy growth
Focused & protected
The exact selection rules are the result of years of research and out-of-sample testing, and remain proprietary.
Important disclaimers
Backtest vs live. Left of the dashed line, the curve is a simulation on historical company and price data with cost assumptions. It is a model, not a track record. Right of the dashed line is live trading, and live results differ from the model and will keep differing.
Concentration risk. This is a focused basket of individual stocks. A single holding can fall sharply and weigh heavily on the portfolio. You can lose a substantial part of your investment.
Not investment advice. Past performance does not guarantee future results. The holdings shown are for transparency, not a recommendation. Do your own research and never invest money you cannot afford to lose.