• Quant Weekly – No new addition
• Quant 30 – One new Add, one Removal
• Legacy – No changes

Model Portfolio Quant Alpha Weekly

We have finally reached the point of running out of viable candidates to add to the Portfolio. My universe of Quant rated stocks is first narrowed down to the top 0.5% and then these stocks must meet all the strict criteria, to be included in the weekly Portfolio. This week, all the stocks that meet all criteria were already in the Portfolio. I will not loosen the criteria just to get a new stock. Next week will be another fresh review.

Add: None

Model Portfolio Quant 30

This week there is one new Add and one new Removal.

Add: PRCH (Porch Group)

Remove: BSAC (Banco Santander-Chile)

What does Porch Group do: Seattle-based Porch Group runs a full-stack home services and insurance platform that ties together everything from home inspection and mortgage software to moving, repair, and warranty coverage. The company’s suite spans insurance, title, and contractor tools—plus marketing and financial software for home service pros.

Positives about Porch Group

• Porch Group’s pivot to a high-margin, fee-based model is paying off — revenue beat expectations, and gross profit margins jumped sharply.
• The move toward insurance service fees over underwriting risk is driving record profitability and a leaner, more predictable business.
• Q2 2025 numbers impressed: 83% gross margin and $15.6 million in adjusted EBITDA, prompting raised guidance and confidence in its long-term growth path.

Concerns about Porch Group

• After a sharp stock rally, some see it as ripe for profit-taking, with the price running ahead of fundamentals.
• $400+ million in long-term debt and ongoing cash burn could pressure liquidity unless refinancing or sustained profits kick in.
• The stock’s lofty valuation — trading at a higher EV/revenue multiple than peers like Hippo and Lemonade — might turn off investors looking for stability over pure growth.

Model Portfolio Quant Alpha’s – Legacy

The portfolio now has 21 stocks in it. It is up over +220% since it began in 2023.

Remove: None

Click here for the Quant Alpha’s – Legacy details

Performance to 10-16-2025

Portfolio start date 6/27/25
Quant Alpha Weekly	37.20%
EQAL (Russell 1000 Equal Weight ETF)	5.91%
Portfolio start date 6/27/25
Quant 30	22.31%
EQAL (Russell 1000 Equal Weight ETF)	5.91%
Portfolio start date 4/14/23
Quant Alpha’s – Legacy	251.78%
EQAL (Russell 1000 Equal Weight ETF)	29.63%

Click here for the Live Quant scorecard

The Quant Alpha Weekly Portfolio hit its 1st week without a new Add. The Portfolio remains substantially ahead of its benchmark. It is up over 35% since it began on June 27. 2025.

The Quant 30 Portfolio One Add and one Remove this week. This marks the start of more active turnover as we power thru the thousands of earnings reports about to start being released. The Portfolio is up by 22% now.

The Quant Alpha’s – Legacy Portfolio maintained its over 220% return in a classic Position Trading Portfolio implementation.

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