• Quant 30 – Up over 21% since June 2025
• Quant Weekly – Up over 33% since June 2025
• Legacy – Up over 250% since April 2023
• Changes made to the Quant Portfolios

This last week ended with the CNN Fear and Greed Index edging into the Greed area. The Quant Weekly and 30 portfolios closed at all-time highs. The demand for high momentum stocks is slowly coming back to life.

Model Portfolio Quant Alpha Weekly

No Adds 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: None

Model Portfolio Quant 30

One Add and one Removal for this update.

AXIA (AXIA Energia) paid a stock dividend of 1.2628 for each share. The start price was changed to reflect the split. It so happens it is being Removed from the portfolio at this time. I don’t believe there is a connection between the stock dividend and the Removal.

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

Add: OWLT (Owlet)

Remove: AXIA (AXIA Energia)

What does Owlet do?

Owlet, Inc. delivers digital parenting and infant health solutions in the U.S. and internationally. The company’s platform gives parents real-time health and sleep data through connected devices, including its Smart Sock and Dream Sock wearable monitors that track heart rate, oxygen levels, activity, and sleep. Owlet also offers BabySat for medically monitored infants, video monitoring through Owlet Cam, bundled monitoring systems, and the Owlet360 subscription for ongoing insights and analytics. Founded in 2012, Owlet is based in Lehi, Utah.

Pros for Owlet

• Strong Revenue Growth: Owlet is posting 24–28% YoY growth, beating and raising guidance. Q2 2025 revenue hit $26.1M (+26% YoY), with full-year outlook lifted to $97–100M.
• FDA Issues Behind It: Regulatory clearance is back in place, revenue is above prior highs, and credibility with customers and partners is restored.
• Higher-Margin Mix: The Owlet 360 subscription is shifting the model toward recurring, higher-margin platform revenue.
• Multiple Growth Catalysts: Expansion via BabySat partnerships, a new DME deal with 1 Natural Way, telehealth pilots, and early-stage international growth.
• Attractive Valuation: Shares trade at a low sales multiple for the growth rate, with EBITDA profitability signaling a turnaround.

Cons for Owlet

• Still Losing Money: Despite EBITDA-positive results, net losses persist as SG&A remains elevated during scaling.
• Macro & Tariff Risk: Tariffs and supply-chain pressures could squeeze margins, especially internationally.
• Regulatory & Execution Risk: Past FDA issues linger as a risk, along with customer concentration and potential dilution as growth investments continue.

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 12-26-2025

Portfolio start date 6/27/25
Quant Alpha Weekly	33.79%
EQAL (Russell 1000 Equal Weight ETF)	8.98%
Portfolio start date 6/27/25
Quant 30	21.11%
EQAL (Russell 1000 Equal Weight ETF)	8.98%
Portfolio start date 4/14/23	Live
Quant Alpha’s – Legacy	267.73%
EQAL (Russell 1000 Equal Weight ETF)	32.75%

Click here for the Live Quant scorecard

The Quant Alpha Weekly PortfolioThe Portfolio remains ahead of its benchmark. It is up over 33% 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 21%.

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

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