Paid Subscriber – PositionTrader.Blog – Update 01/12/2026

Quant 30 – Up over 24% since June 2025
Quant Weekly – Up over 40% since June 2025
Legacy – Up over 250% since April 2023
Changes made to the Quant Portfolios

Major indexes climbed for the week — the S&P 500 rose about 1.6%, the Dow Jones Industrial Average gained roughly 2.3%, and the Nasdaq Composite increased nearly 1.9% by Friday’s close. The small-cap Russell 2000 outperformed, up around 4.6% for the week.

Record highs were reached — both the S&P 500 and the Dow set new closing records during the week, with the S&P topping its prior all-time high and the Dow continuing its strong start to 2026.

Positive jobs data helped sentiment — weaker-than-expected job additions combined with a lower unemployment rate boosted optimism that the Federal Reserve might hold rates steady, which supported stock gains.

Broad participation in the rally — gains were seen across market caps, with small caps notably outperforming, while technology and other sectors also contributed to the weekly advance.

The Quant Alpha Weekly and Quant 30 Portfolios both made all time highs, closing the week up 40% and 24 % respectively.

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 COMM.

Add: GM (General Motors)

What does General Motors do?

General Motors Company designs, manufactures, and sells vehicles and auto parts globally. The company operates across GM North America, GM International, Cruise, and GM Financial, and markets vehicles under brands including Chevrolet, GMC, Cadillac, Buick, Baojun, and Wuling. GM sells through dealers and fleets, offers software-enabled services and subscriptions, provides after-sales support, and delivers automotive financing through GM Financial. Founded in 1908, GM is headquartered in Detroit, Michigan.

5 (Pros) for General Motors

Brand Momentum Across Portfolio: All four GM brands grew sales in 2025 for the second straight year, with total volume up 5.5% to 2.85M vehicles. Cadillac posted its best decade in sales, Chevrolet SUVs hit records, and Buick ranked among the fastest-growing mainstream brands.

Expanding SaaS Revenue Base: GM’s recurring software and services model provides a higher-margin revenue stream beyond vehicle sales, supporting longer-term earnings growth.

Above-Peer EBIT Margins: Strong operating efficiency has kept margins resilient. Reduced EV investment is expected to add ~$800M to EBIT in 2025, even with flat revenue.

Supportive Regulatory Backdrop: A more favorable U.S. regulatory environment and limited Chinese competition are driving positive earnings revisions and lower compliance costs.

Leadership in Trucks: Silverado sales rose 6% in Q4, underscoring GM’s strength in the high-margin pickup segment and steady demand across price tiers.

3 (Cons) for General Motors

Large EV-Related Charges: GM has taken $8.7B in total charges tied to EV pullbacks and China restructuring, highlighting overcapacity and execution risk in its EV strategy.

Slowing EV Demand: The loss of EV tax credits and looser emissions rules drove a sharp demand slowdown, with Q4 EV sales down 43% YoY, forcing capacity cuts after heavy investment.

Tariff and China Exposure: Elevated tariff sensitivity and China restructuring led to $1.1B in charges, creating ongoing margin risk despite mitigation efforts.

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 01-09-2026

Portfolio start date 6/27/25
Quant Alpha Weekly	40.22%
EQAL (Russell 1000 Equal Weight ETF)	11.71%
Portfolio start date 6/27/25
Quant 30	24.61%
EQAL (Russell 1000 Equal Weight ETF)	11.71%

Portfolio start date 4/14/23	Live
Quant Alpha’s – Legacy	271.20%
EQAL (Russell 1000 Equal Weight ETF)	35.53%

Click here for the Live Quant scorecard

The Quant Alpha Weekly Portfolio remains ahead of its benchmark. It is up over 40% 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 24%.

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

Source: CNN.COM

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