• “Quant Alpha’s – Legacy” Model Portfolio is added
• Quant 30 – no stocks in the Penalty Box this week
• Quant Alphas Weekly – trails its benchmark

The revived portfolio will be named Quant Alpha’s – Legacy and will carry forward all 24 stocks from the original Quant Alpha’s Portfolio, which ceased updates on April 30, 2025. At the time updates ended, the original portfolio had gained +122%, compared to a +16% return from the benchmark EQAL over the same period. The original Quant Alpha’s Portfolio launched in April 2023.

Since April 30, 2025, no hard sell signals would have been triggered, meaning the portfolio would still hold the same 24 stocks today. Based on current prices, the portfolio’s performance would now stand at +170%, while EQAL has risen +27%—a remarkable continuation of its market-beating performance.

The revived Quant Alpha’s – Legacy portfolio will operate as follows: it will be updated weekly, just like the two portfolios listed below. However, no new stocks will be added. Stocks will only be Removed if the Quant system issues a hard Sell signal. This is a classic “Buy and Hold Until” strategy—designed to let winners continue to perform while cutting underperformers short. The result is a portfolio with very low turnover and a disciplined, rules-based approach.

Quant Alpha Weekly

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

Add: DOMO (Domo)

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. The stock in the Penalty Box last week managed to come out of it this week. No stocks are in the Penalty Box this week. After four weeks, all thirty stocks in the Portfolio still meet the high Quant Score criteria.

Add: None

Outperformers: PGY (Pagaya Technologies), PSIX (Power Solutions) and RGTI (Rigetti Computing)- All are up at least 30%. PGY is up 50%.

Click here for the Quant 30 details

Click here for the Quant 30 Portfolio criteria

Quant Alpha’s – Legacy

The new Portfolio had 24 stocks in it. They were carried forward from the original Quant Alpha’s Model Portfolio. But as luck would have it, today is the first time a hard Sell signal is received from the Quant system for one of the 24 stocks in this new Portfolio.

Remove: PRTH (Priority Technology)

Outperformers: AGX (Argan), CLS (Celestica), EAT (Brinker International), LMB (Limbach Holdings), OPFI ( OppFi), POWL (Powell Industries), PSIX (Power Solutions ), STRL (Sterling Infrastructure), WGS (GeneDx Holdings) – All are up over 100% each. CLS is up over 600%

Click here for the Quant Alpha’s – Legacy details

Click here for the Quant Alpha’s – Legacy Portfolio criteria

Performance to 07-24-2025

Portfolio start date 6/27/25
Quant Alpha Weekly	-1.70%
EQAL (Russell 1000 Equal Weight ETF)	3.58%
Portfolio start date 6/27/25
Quant 30	2.12%
EQAL (Russell 1000 Equal Weight ETF)	3.58%
Portfolio start date 4/14/23
Quant Alpha’s – Legacy	170.57%
EQAL (Russell 1000 Equal Weight ETF)	27.29%

Click here for the Live scorecard

This week marks the launch of the new Quant Alpha’s – Legacy Model Portfolio, which continues from where the original Quant Alpha’s Portfolio left off on April 30, 2025. The portfolio currently holds 23 stocks and operates as a Remove-Only model—no new Additions will be made.

Turnover is expected to be minimal, as stocks will only be Removed if they receive a hard Sell signal from the Quant system—a relatively rare event. In fact, only about 16% of all ranked stocks currently hold a Sell rating.

This portfolio serves as a real-time demonstration of a disciplined “Buy and Hold Until” strategy, allowing high-conviction stocks to remain in the portfolio while removing only those with materially weakened outlooks.

The Quant 30 Portfolio now has gone four weeks without any turnover. The Portfolio remains profitable. All thirty stocks still have high Quant Scores.

The Quant Alpha Weekly Portfolio continues it’s steady increase in new members.

All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions. Disclaimer

Copyright 2023-2025 SwingTrader.Trading. All Rights Reserved.