How TrendToWealth's models are built and tested.
The Equity Model uses a rules-based process to identify which S&P 500 stocks have shown the strongest sustained performance. Every month, all eligible stocks are evaluated across multiple timeframes — measuring which names have demonstrated persistent strength over the past year.
The top-ranked stocks enter the portfolio, rebalanced monthly. A predefined risk overlay monitors broad market conditions and changes equity exposure when its rules are met. That can reduce exposure during some declines, but it can also miss subsequent gains and does not guarantee a smaller drawdown.
The selection process is grounded in decades of peer-reviewed academic research on relative strength and trend persistence.
Model performance is hypothetical: it applies the models' rules to historical data from November 1996 onward and does not reflect actual trading. Results include an estimated trading cost but not fees or taxes, and were designed with the benefit of hindsight. Past performance does not predict future results. This is not investment advice. All investing involves risk, including loss of principal.