What we do?

We provide research for stock investors using a trend following approach. We issue a weekly report that helps identify the most trending stocks across the board and manage the risks.

We do not provide investment advice, nor trading signals. In addition, tutorials are available on our YouTube channel (subtitles in 15 major languages), and other social media, see links above.

Who we are:

This service is managed by Daniel Vermeersch, a former quantitative fund developer and manager for several banking institutions.

Five pillars of the momentum investor:

1. Introduce heterogeneity in your investment universe to increase your chances of finding an upward trend somewhere. We track 400 US-listed stocks across 100 industries or subindustries. About 20% are ADRs (non-US companies listed on US markets).

2. Define a measure of price momentum. We calculate our own metric that considers both the intensity and stability of trends. Ranking all stocks according to this measure allows us to assign a score.

3. Calculate momentum over 2 timeframes. We calculate a fast score based on the short term, and a slow score based on the long term. When both scores are high enough, a strong trend is likely in place. Conversely, when the scores conflict, a sideways corrective movement is probable.

4. Analyze the correlation matrix of the stocks to hold in your portfolio. We monitor this matrix and don’t recommend holding stocks that are too correlated, since they move together and increase your portfolio’s risk.

5. Always keep an eye on your portfolio’s beta. It’s calculated as the weighted average of the stocks’ betas. A beta that’s too high can lead to significant losses during a market correction, while a beta that’s too low may make your portfolio too sluggish and cause you to miss many opportunities. We suggest keeping it between 0.7 and 1.3 depending on market conditions.

Excerpt:

The Information Technology sector, its 10 sub-industries, and its 40 monitored stocks with their momentum scores, betas, and correlation matrix.

Subscribers receive the whole list of 11 sectors, 100 sub-industries, and 400 stocks.

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Top 50 high-scored stocks and its correlation network. 25 other stocks (not displayed on this sheet) are disconnected as they do not show a high-correlation. They bring diversification in portfolio. Our subscribers have a total overview of our Top-50 stocks and their correlation matrix.

Sector scoring:

Updated every weekend: the slow and fast momentum sector scores, obtained by averaging the individual stock scores. It shows where we find strength and weakness.

Last update based on 28AUG26 close