Investment Dashboard — Live
Updated weekly. Simple rules, transparent results. Bookmark this page for “Momentum Monday”.
Strategy YTD vs S&P 500
+12.4%
Outperform
Breadth (Adv/Decl)
62% ↑
Risk-on
Volatility (VIX)
15.2
Neutral
Cash toggle (rule)
Off
Trend ok
This Week’s Top Momentum Picks
| Ticker | Company | 1M | 3M | Notes |
|---|---|---|---|---|
| NVDA | NVIDIA | +8.2% | +24.1% | AI infra leader |
| META | Meta Platforms | +5.4% | +16.9% | Engagement & ads |
| AVGO | Broadcom | +3.7% | +12.6% | Networking + AI |
Rule: Rank by 1M+3M+6M / rebalance monthly / top-20 equal-weight (showing top-3).
Market Signal
Risk-On
(trend above 200DMA, breadth > 55%)
Composite score
- Trend: S&P 500 > 200DMA ✅
- Breadth: 62% advancers ✅
- Credit spread: benign ⚠
Sector Heatmap (1W)
Energy
+4.2%
Financials
+3.1%
Industrials
+2.4%
Technology
−1.3%
Utilities
−0.6%
Performance — Strategy vs S&P 500
Line chart placeholder (12M). Strategy ▲ vs S&P 500 ▬
Monthly rebalanced. No leverage. Costs excluded in this mock view.
ETF Flows (5D)
SPY S&P 500+$2.1B
QQQ Nasdaq 100−$0.4B
IWM Russell 2000+$0.7B
XLK Tech−$0.2B
Headlines (AI-summarized)
Nvidia unveils China-compliant chip draft
Talks continue; performance capped ~50% of top SKU.
Energy outperforms on crude spike
Refiners, services lead; defensives lag.
Powell hints at cut
Yield curve eases; growth stocks bounce late-week.
Next Week Watchlist
SMCI
Super Micro Computer
Breakout
RSI 58
JPM
JPMorgan
Trend
RSI 55
XOM
Exxon Mobil
Momentum
RSI 62
How the Strategy Works (Simple Rules)
- Select universe: S&P 500 (ex-financial distress & mktcap > $20B).
- Rank by momentum: 1M + 3M + 6M (equal weight).
- Hold top-20, equal weight. Rebalance monthly. No single name > 10%.
- Risk toggle (optional): if index < 200DMA, raise cash 30–50%.
Educational content only. You are responsible for your investment decisions.
