The Quant 30 Portfolio is using the concept of a Penalty Box to handle stocks that no longer meet the high Quant rank criteria for the Portfolio. The Quant 30 Portfolio is a high risk/reward Portfolio with high turnover but that doesn’t mean that a stock must be removed immediately once its rank drops. I have observed that sometimes after a sudden drop in ranking, the stock turns around shortly thereafter and regains its high rank. In the case where the stock quickly regains its high ranking, many do go on to be big winners over time. We want to ride those winners! So I require that a stock must be in the Penalty Box for two Friday’s in a row before I will Remove it, as long as it meets my minimum requirements to be granted an extra week of time.

Quant Alpha Weekly

The newly added stock is below. Four stocks are now in the Portfolio.

Adds: HRTG (Heritage Insurance)

Click here for the Quant Alpha Weekly details

Click here for the Quant Alpha Weekly Portfolio criteria

Quant 30

There are no Adds or Removals from the Portfolio for this update. Twenty nine of the thirty stocks in the Portfolio still meet the high Quant rank criteria and one stock is in the Penalty Box.

Adds: None

Click here for the Quant 30 details

Click here for the Quant 30 Portfolio criteria

Performance 06-27-2025 to 07-17-2025

Quant Alpha Weekly	-1.35%
EQAL (Russell 1000 Equal Weight ETF)	2.44%
Quant 30	1.55%
EQAL (Russell 1000 Equal Weight ETF) *	2.44%

Click here for the Live scorecard

The Quant 30 Portfolio now has the maximum of 30 stocks in it. We haven’t had any Removals yet. For the first time since going live on 6-27-25 the Portfolio is profitable. The Quant Alpha Weekly Portfolio continues it’s steady increase in new members. It is early days in the life cycle of these Model Portfolios. It is too early for confirmed trends up or down.

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