Category: Portfolio Update
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Paid Subscriber – Market is mixed – Quant Portfolios ease back – Update 10/12/26
Quant Alpha’s II – Up over 72% since June 2025 Quant 30 – Up over 78% since June 2025 Legacy – Up over 320% since April 2023 Changes to the Quant Portfolios Education – Third-Quarter Earnings Season: What the Big Banks Will Tell Us About the Economy Quant Dividend and Growth 25 Model Portfolio –…
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Stock indexes were mixed – S&P 500 up +1.2% – Momentum stocks falter – Update 10/12/26
Quant Alpha’s II – Up over 72% since June 2025 Quant 30 – Up over 78% since June 2025 Quant Alpha’s – Legacy – Up over 320% since April 2023 Education – Midterm Elections and the Stock Market: What History Shows New Quant Dividend and Growth 25 Model Portfolio final 5 added Quick Links
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Paid Subscriber – Quant Portfolios stable – New Quant Dividend & Growth Portfolio members added – Update 10/05/26
Quant Alpha’s II – Up over 75% since June 2025 Quant 30 – Up over 79% since June 2025 Legacy – Up over 330% since April 2023 Changes to the main Quant Portfolios Top Quant Stocks – Top three Sectors, Top stock in each Education – Midterm Elections and the Stock Market: What History Shows…
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Stocks are flat – Quant Dividend & Growth and Quant Top Stocks added to the Quant portfolio lineup – Update 10/05/26
Quant Alpha’s II – Up over 75% since June 2025 Quant 30 – Up over 79% since June 2025 Quant Alpha’s – Legacy – Up over 330% since April 2023 Education – Rising Treasury Yields Raise Market Concerns New Quant Dividend and Growth 25 Model Portfolio started Quant Top Stocks Model Portfolio becomes permanent in…
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Paid Subscriber – Quant Portfolios rally – New Quant Dividend & Growth 25 Portfolio is now live – Update 09/28/26
Quant Alpha’s II – Up over 76 since June 2025 Quant 30 – Up over 73% since June 2025 Legacy – Up over 320% since April 2023 Changes to the main Quant Portfolios Top Quant Stocks – Top three Sectors, Top stock in each Education – Rising Treasury Yields Raise Market Concerns New Quant Dividend…
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S&P 500 rallies back – Risk off still dominates – New Quant Dividend and Growth 25 portfolio is launched – Update 09/28/26
Quant Alpha’s II – Up over 76% since June 2025 Quant 30 – Up over 73% since June 2025 Legacy – Up over 320% since April 2023 Education – What Happens to Different Sectors When the Fed Raises Rates? New Quant Dividend and Growth 25 Model Portfolio to be launched September 28, 2026.
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Quant Dividend and Growth 25 – New Portfolio is launched
This Model portfolio will be made up of 25 stocks that aim to provide both an increase in share price over time (growth) and regular cash payouts through dividends (income).
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Paid Subscriber – Model Portfolios maintain their outperformance – New Quant Dividend and Growth Portfolio starts next week – Update 09/21/26
Quant Alpha’s II – Up over 73 since June 2025 Quant 30 – Up over 70% since June 2025 Legacy – Up over 310% since April 2023 Changes to the main Quant Portfolios Top Quant Stocks – Top three Sectors, Top stock in each + Bonus scan: 6 smart Growth and Income stocks for a…
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Stocks mixed – Risk off still in control – Quant portfolios still outperform – Update 09/21/26
Quant Alpha’s II – Up over 73% since June 2025 Quant 30 – Up over 70% since June 2025 Legacy – Up over 310% since April 2023 Education – What Happens to Stocks After the Fed’s First Rate Hike? New Quant Dividend and Growth 25 Model Portfolio to be launched September 28, 2026.
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Paid Subscriber – Quant portfolios flat – New Quant Dividend & Growth portfolio to be added – Update 09/14/26
Quant Weekly – Up over 74% since June 2025 Quant 30 – Up over 68% since June 2025 Legacy – Up over 320% since April 2023 Top Quant Stocks – Top Dividend Stocks Education – What Happens to Stocks After the Fed’s First Rate Hike? New Quant Dividend and Growth 25 Model Portfolio to be…
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Stock Markets slump – Quant stock portfolios hold steady – Update 09/14/26
Quant Weekly – Up over 74% since June 2025 Quant 30 – Up over 68% since June 2025 Legacy – Up over 320% since April 2023 Education – Backtesting: The Reality Check Before You Risk Real Money New Quant Dividend & Growth 25 Model Portfolio to be launched soon.
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Paid Subscriber – Quant Portfolios make modest gains – Updates to main Portfolios – Update 09/04/26
Quant Weekly – Up over 74% since June 2025 Quant 30 – Up over 66% since June 2025 Legacy – Up over 320% since April 2023 Changes to the main Quant Portfolios Top Quant Stocks – Top 10 Financials EX Bank stocks Education – Backtesting: The Reality Check Before You Risk Real Money
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US stock market is mixed – Quant stock portfolios have modest gains – Update 09/08/26
Quant Weekly – Up over 74% since June 2025 Quant 30 – Up over 66% since June 2025 Legacy – Up over 320% since April 2023 Education – Reverse Stock Splits: Buying Opportunity or Warning Sign?
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Paid Subscriber – Quant Weekly +73% – Quant 30 +63% – New Updates – Update 08/31/26
Quant Weekly – Up over 73% since June 2025 Quant 30 – Up over 63% since June 2025 Legacy – Up over 310% since April 2023 Changes to the main Quant Portfolios Top Quant Stocks – Top 10 Financials – Bank stocks Education – Reverse Stock Splits: Buying Opportunity or Warning Sign?
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Market mixed – Quant Weekly +73% – Quant 30 +63% – Update 08/31/26
Quant Weekly – Up over 73% since June 2025 Quant 30 – Up over 63% since June 2025 Legacy – Up over 310% since April 2023 Education – What a $40 Trillion National Debt Could Mean for Your Wallet
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Paid Subscriber – Quant Portfolios give back some gains – Mining stocks rally in August – Update 08/24/26
Quant Weekly – Up over 75% since June 2025 Quant 30 – Up over 65% since June 2025 Legacy – Up over 320% since April 2023 Changes to the main Quant Portfolios Top Quant Stocks – Top 10 Consumer Discretionary stocks Education – What a $40 Trillion National Debt Could Mean for Your Wallet
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S&P 500 leads the market down for the week – Quant portfolios drop too – Update 08/24/26
Quant Weekly – Up over 75% since June 2025 Quant 30 – Up over 65% since June 2025 Legacy – Up over 320% since April 2023 Education – Oil Refining Outlook If Oil Stays Above $80 for Six Months
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Paid Subscriber – Quant portfolios stage a strong rebound – Update 08/17/26
Quant Weekly – Up over 80% since June 2025 Quant 30 – Up over 76% since June 2025 Legacy – Up over 350% since April 2023 No changes to the main Quant Portfolios Top Quant Stocks – Top 10 Industrials Education – Oil Refining Outlook If Oil Stays Above $80 for Six Months
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S&P 500 continues to rally – Quant Portfolios made a strong rebound – Update 08/17/26
Quant Weekly – Up over 80% since June 2025 Quant 30 – Up over 76% since June 2025 Legacy – Up over 350% since April 2023 Education – Jesse Livermore was a legendary American stock trader
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Paid Subscriber -S&P 500 rallies and so does the Quant Model Portfolios – All Portfolios up at least 65% – Update 08/10/26
Quant Weekly – Up over 68% since June 2025 Quant 30 – Up over 65% since June 2025 Legacy – Up over 340% since April 2023 Changes to the main Quant Portfolios Top Quant Stocks – Top 10 Energy stocks Education – Jesse Livermore was a legendary American stock trader
