• Legacy – now up over 190%
• Quant 30 – new Add and Remove this week
• Quant Weekly – Adds another new member

Launching new Model Portfolios filled with high-momentum stocks during a market that’s regularly hitting new highs can be a real challenge. Even a minor pullback often triggers a wave of profit-taking, causing sharp drops in the very stocks leading the rally. In these moments, having confidence in your strategy is critical—it’s the only way to stay the course through short-term volatility.

I encountered the same challenge in 2023 when I launched the now-retired Quant Alpha’s Portfolio. At the time, the market was 13% below its all-time high, and for the first month, the portfolio was in negative territory—6% behind its benchmark. But by the end of month two, it had turned around dramatically, gaining ground to finish positive and 15% ahead of the benchmark. Ultimately, it delivered a 122% return over two years before the Portfolio was retired.

This experience reinforced a key lesson: momentum stocks with strong fundamentals can rebound fast—sometimes when you least expect it. If you abandon the strategy too early due to a rough start, you risk missing the powerful moves that often follow.

Quant Alpha Weekly

The newly Added stock is below. Six stocks are now in the Portfolio.

Add: CLS (Celestica)

Click here for the Quant Alpha Weekly details

Quant 30

This week’s update includes one new Addition and one Removal from the portfolio. In addition, six stocks have been placed in the Penalty Box. These positions will have one week to rebound with a Quant Score that returns to the buy range. Any that fail to improve will be removed in next week’s update.

It’s uncommon to see this many stocks enter the Penalty Box at once, but such spikes can occur during earnings season, when newly released reports are factored into the Quant system, often leading to shifts in rankings.

The stock being removed this week did not meet the criteria for a grace period and will be Removed from the portfolio immediately.

Recent Earnings reports with 1st day % move: BCS (Barclays) -0.3%, NGD (New Gold) -6.3%, KB (KB Financial Group) -8.1% and ENVA (Enova International) -1.1%.

Add: SEZL (Sezzle)

Remove: KB (KB Financial Group)

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

Click here for the Quant 30 details

Quant Alpha’s – Legacy

The portfolio now has 23 stocks in it. It is up +190% since it began in 2023. Recent Earnings reports with 1st day % move: CLS (Celestica) +16.5%, GM (General Motors) -8.1%, SYF (Synchrony Financial) +1.8%.

Remove: None

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 700%

Click here for the Quant Alpha’s – Legacy details

Performance to 07-31-2025

Portfolio start date 6/27/25
Quant Alpha Weekly	-1.22%
EQAL (Russell 1000 Equal Weight ETF)	1.71%
Portfolio start date 6/27/25
Quant 30	-3.05%
EQAL (Russell 1000 Equal Weight ETF)	1.71%
Portfolio start date 4/14/23
Quant Alpha’s – Legacy	192.95%
EQAL (Russell 1000 Equal Weight ETF)	25.38%

Click here for the Live Quant scorecard

The Quant Alpha’s – Legacy Portfolio put on a growth spurt this last week. It is now up over 190%. The CLS (Celestica) blow out earnings is one reason why.

The Quant 30 Portfolio now has some turnover for the first time since launch.

The Quant Alpha Weekly Portfolio continues it’s steady increase in new members. It continues to lag it’s benchmark.

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