Momentum, rebuilt into a monthly index.
Starting Index is for investors who want a disciplined way to follow market leadership without turning every month into a guessing contest.
Starting Index starts with the S&P 500, looks for persistent leadership, and publishes three monthly profiles from the same ranked signal. Core uses broader exposure, Balanced increases concentration, and Growth focuses on the highest-ranked names. The profiles are diversified across selected S&P 500 stocks, but they are more concentrated than owning the full broad-market index. Subscribers see the current targets and weights for each profile. Everyone can see the Live Platform Record against SPY.
Start broad
The process begins with S&P 500 constituents, keeping the universe familiar, liquid, and broad enough for leadership to rotate naturally.
Rank strength
The model ranks constituents by price-based momentum across a multi-month window, then applies a market-condition filter before selection.
Concentrate
The highest-ranked names are shaped into Core, Balanced, and Growth profiles with different position counts and weight structures.
Publish
Each monthly publication is dated, archived, and compared with SPY so subscribers can review allocation history and performance context.
- The current Core, Balanced, and Growth allocations.
- Target weights and profile-specific publication reports.
- Clear publication timing and profile-family status.
- Performance context versus SPY.
- API access on Professional, Business, and Enterprise plans.
- Experimental research and unreleased profile variants.
- Exact implementation details that invite blind copying.
- Private account data or brokerage automation details.
- Provider credentials, raw cache files, and operating infrastructure.