• Quant 30 – Up over 19% since June 2025
• Quant Weekly – Up over 28% since June 2025
• Legacy – Up over 250% since April 2023
• No changes made to the Quant Portfolios

U.S. equities opened 2026 on solid footing, with major indexes posting gains in the first trading session of the year. The S&P 500 rose 0.6%, the Nasdaq Composite climbed 1.1%, and the Dow Jones Industrial Average added 0.2% on January 2, building on the strong momentum carried over from 2025.

Measured Technical Backdrop: Just 12 S&P 500 constituents are currently in extreme technical territory—4 overbought and 8 oversold—pointing to a relatively balanced market setup rather than stretched conditions.

The Fear and Greek Index starts the year off in the Neutral quadrant.

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

No Adds for this update.

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

Add: None

Remove: None

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 01-02-2026

Portfolio start date 6/27/25
Quant Alpha Weekly	28.87%
EQAL (Russell 1000 Equal Weight ETF)	9.19%
Portfolio start date 6/27/25
Quant 30	19.65%
EQAL (Russell 1000 Equal Weight ETF)	9.19%
Portfolio start date 4/14/23
Quant Alpha’s – Legacy	265.44%
EQAL (Russell 1000 Equal Weight ETF)	32.96%

Click here for the Live Quant scorecard

The Quant Alpha Weekly Portfolio remains ahead of its benchmark. It is up over 28% since it began on June 27, 2025.

For 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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