• Quant 30 – Up over 19% since June 2025
• Quant Weekly – Up over 31% since June 2025
• Legacy – Up over 250% since April 2023
• Changes made to the Quant Portfolios

The CNN Fear and Greed Index has finally come out of the Fear and Extreme Greed area and finished just barely in the Neutral area. The market can not decide if it wants to return to valuing a stock by its fundamentals or remain in the emotional reactive state it has been for the last two months. Our three Quant driven Portfolios continue to hold up well in this uncertain environment. When the day comes that fundamental s are back in charge of the stock market environment, I expect our stocks to lead the way up. We hold tight until then and just accumulate mis-priced stocks while waiting for the turnaround. Patience is needed.

Model Portfolio Quant Alpha Weekly

One Add to the Portfolio this week

The 3 stocks with the highest Quant ranking in the Portfolio at this time are: MU, NUTX AND NEM.

Add: RY (Royal Bank of Canada)

What does Royal Bank of Canada do?

Royal Bank of Canada is a global financial heavyweight with businesses across personal and commercial banking, wealth management, insurance, and capital markets. It does everything from deposits and loans to investing, insurance, and institutional trading for individuals, companies, and governments worldwide. Founded in 1864, RBC is headquartered in Toronto.

Key Strengths

• Record numbers: RY crushed fiscal ’25—net income up 25% to $20.4B, one of the strongest years in the bank’s history.
• Capital muscle: CET1 at 13.5% gives them plenty of cushion and flexibility if the economy gets bumpy.
• High-value momentum: Wealth Management and Capital Markets are firing, driving growth beyond plain-vanilla banking.
• Shareholder-friendly: Dividend bumped 6% and management’s shooting for 17%+ ROE in FY ’26—confidence is loud and clear.
• Market leader: Canada’s biggest bank, massive scale, global footprint, and a deep client base keep the moat wide.

Key Weaknesses

• Pricey stock: Trading at a big premium—about 39% above peers—which caps upside with revenue growth only around 5%.
• Credit pressure: Rising credit costs and mortgage renewals could weigh as past tailwinds start to fade.
• Limited runway: With growth already priced in, the risk-reward looks tight at these levels.

Model Portfolio Quant 30

One Add and one Removal for this update. Tutor Perini is closed out with a 27% increase from its addition three months ago.

The 3 stocks with the highest Quant ranking in the Portfolio at this time are: LITE, VFF, and MU.

Add: STX (Seagate Technology)

Remove: TPC (Tutor Perini)

Model Portfolio Quant Alpha’s – Legacy

The portfolio now has 19 stocks in it. It is up over +250% since it began in 2023.

Remove: None

Click here for the Quant Alpha’s – Legacy details

Performance to 12-19-2025

Portfolio start date 6/27/25
Quant Alpha Weekly	31.87%
EQAL (Russell 1000 Equal Weight ETF)	8.59%
Portfolio start date 6/27/25
Quant 30	19.06%
EQAL (Russell 1000 Equal Weight ETF)	8.59%
Portfolio start date 4/14/23
Quant Alpha’s – Legacy	264.46%
EQAL (Russell 1000 Equal Weight ETF)	32.36%

Click here for the Live Quant scorecard

The Quant Alpha Weekly PortfolioThe Portfolio remains ahead of its benchmark. It is up over 31% since it began on June 27, 2025.

The Quant 30 Portfolio We are in the low turnover phase for the Portfolio for this quarter. Most of the Earnings reports have been released and the Quant system has most of the data now. The Portfolio is up by 19%.

The Quant Alpha’s – Legacy Portfolio maintained its over 250% return in a classic Position Trading Portfolio implementation.

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