• Quant Weekly – Up over 30% in 2 1/2 months
• Quant 30 – Up over 18% in 2 1/2 months
• Legacy – continues to be up over 200%

After the summary of “Why Stocks React to Fed Rate Cuts” are the Portfolio updates.

Why Stocks React to Fed Rate Cuts

Positive Drivers

• Lower borrowing costs – Cheaper credit fuels business expansion and consumer spending.
• Investor confidence – Cuts signal proactive Fed management, boosting sentiment.
• Higher valuations – Reduced discount rates make future earnings look more attractive.

When Cuts Backfire

• Recession backdrop – In downturns (e.g., 2000s, 2008), lower rates couldn’t stop market losses.
• Already priced in – If cuts meet or miss expectations, markets may sell off.

Key Considerations

• Economic context – Preemptive cuts in stable times help; crisis-driven cuts often don’t.
• Investor expectations – The element of surprise (or lack thereof) drives reactions.
• Fed messaging – A dovish tone can lift markets even without a cut.

Website Investment Educational Blog Posts –

Model Portfolio Quant Alpha Weekly

The newly Added stock is below. Thirteen stocks are now in the Portfolio. This Portfolio continues to beat its benchmark by a wide margin.

Add: SEZL (Sezzle)

Outperformers: SSRM (SSR Mining) and PSIX (Power Solutions) up over 30%,  COMM (CommScope) up over +100%

Click here for the Quant Alpha Weekly details

Positives for Sezzle

• Sezzle Inc. is recognized for its rapid revenue and GMV growth, with merchant adoption of BNPL driving a 74% GMV and 76% revenue growth, making it an attractive opportunity for investors despite increased leverage. 
• The company’s Rule of 40 score exceeds 130, highlighting its efficiency in balancing revenue growth and profit margin, positioning it as a strong growth story in the fintech space. 
• Sezzle’s unique consumer-driven strategy differentiates it from competitors like Affirm and Klarna, focusing on embedding solutions directly into the consumer financial ecosystem, thereby enhancing user engagement and lifetime value. 

Concerns about Sezzle

• Sezzle faces potential risks from macroeconomic and regulatory changes, with concerns about its reliance on subprime borrowers and the impact of increasing state-level BNPL regulations. 
• Valuation concerns arise as Sezzle’s premium multiple is deemed unsustainable amidst rising compliance costs and macroeconomic headwinds, leaving little room for error. 
• The rapid approval of new consumers could lead to increased delinquencies, with management guiding for higher credit loss provisions, posing a risk to asset quality. 

Model Portfolio Quant 30

This week’s update includes one new Addition and one Removal from the portfolio.

This Portfolio continues to beat its benchmark by a wide margin.

Add: VFF (Village Farms)

Remove: EAT (Brinker International)

Outperformers:  KGC (Kinross Gold) , GFI (Gold Fields), SSRM (SSR Mining) and PSIX (Power Solutions) up over 40%,  PGY (Pagaya Technologies) is up over 100%.

Click here for the Quant 30 details

Model Portfolio Quant Alpha’s – Legacy

The portfolio now has 21 stocks in it. It is up over +200% since it began in 2023.

Remove: None

Outperformers: EAT (Brinker International) and RSI (Rush Street Interactive) are up over 100%, AGX (Argan) is up over 200%, WGS (GeneDx Holdings) is up over 300%,  PSIX (Power Solutions ), STRL (Sterling Infrastructure) and POWL (Powell Industries) are up over +400% and CLS (Celestica) is up over 900%

Click here for the Quant Alpha’s – Legacy details

Performance to 09-18-2025

Portfolio start date 6/27/25
Quant Alpha Weekly	36.99%
EQAL (Russell 1000 Equal Weight ETF)	6.37%
Portfolio start date 6/27/25
Quant 30	18.72%
EQAL (Russell 1000 Equal Weight ETF)	6.37%
Portfolio start date 4/14/23
Quant Alpha’s – Legacy	226.83%
EQAL (Russell 1000 Equal Weight ETF)	30.12%

Click here for the Live Quant scorecard

The Quant Alpha Weekly Portfolio continues it’s steady increase in new members and remains substantially ahead of its benchmark. Up over 30% since it began on June 27. 2025.

The Quant 30 Portfolio only had one change this update. It managed to close ahead of the benchmark once again.

The Quant Alpha’s – Legacy Portfolio maintained its over 200% return in a classic Position Trading Portfolio implementation.

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