All Portfolios

AI Momentum

Growth Risk
Featured

Signal-driven allocation built from Quant Lucid Opportunity, Momentum, and Conviction scores.

83
Diversification

Diversification

83

Volatility Profile

11.9%

5-year backtest

Horizon

2+ years

Historical Performance

Backtested from 5-year daily closes via Yahoo Finance (15 holdings, as of 2026-06-24). Research only — not a forecast or live track record.

Annualized Return

+10.2%

5-year backtest

Volatility

11.9%

annualized

Sharpe Ratio

0.90

excess vs T-bills

Max Drawdown

-19.3%

backtested

AI Rationale

Holds assets with the strongest combination of near-term opportunity signals, price momentum, and model conviction. Holdings may rotate as scores change.

Bull Case

In trending markets with strong signal agreement, may capture leading performers before broad recognition.

Bear Case

Momentum reversals and higher turnover can produce sharp drawdowns when sentiment shifts.

Behavior During Downturns

May rotate defensively if risk scores spike across holdings. Volatility can exceed balanced models.

Holdings

Holdings selected from live Quant Lucid scores and weighted via max-Sharpe optimization (research model).

SHYiShares 1-3 Year Treasury Bond ETF
21.61%
JNJJohnson & Johnson
15.18%
CCitigroup Inc.
15.16%
XLIIndustrial Select Sector SPDR Fund
11.14%
JPMJPMorgan Chase & Co.
5.73%
MOAltria Group Inc.
5.44%
VVisa Inc.
5.22%
AXPAmerican Express Company
5%
DUKDuke Energy Corporation
4.16%
AAPLApple Inc.
2.51%
MMM3M Company
2%
VZVerizon Communications Inc.
1.88%
SBUXStarbucks Corporation
1.78%
IWMiShares Russell 2000 ETF
1.73%
ABBVAbbVie Inc.
1.44%
Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.