Momentum US
The portfolio is designed to provide exposure to the equity momentum factor by tracking the performance of companies within the S&P 500.
Holdings: 15
Rebalance: Quarterly
Holdings: 15
Rebalance: Quarterly
Momentum US
iShares Core S&P 500 (ARCX: IVV)
| Metric | Asset | Time Period | |||||
|---|---|---|---|---|---|---|---|
| 3m | 6m | 1y | 2y | 3y | Inception | ||
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Countries Exposure
Industries Allocation
Minimum Investment
Fractions:
(Min 1 share)
Minimum Required Amount
$35,400
Based on current portfolio weights
| Stock | Weight |
|---|---|
| MICROSOFT CORPORATION (XNAS:MSFT) | 9.48% |
| NVIDIA CORPORATION (XNAS:NVDA) | 11.72% |
| APPLE INC. (XNAS:AAPL) | 9.12% |
| AMAZON.COM, INC. (XNAS:AMZN) | 7.77% |
| MICROSOFT CORPORATION (XNAS:MSFT) | 7.57% |
| NVIDIA CORPORATION (XNAS:NVDA) | 7.70% |
| APPLE INC. (XNAS:AAPL) | 11.57% |
| AMAZON.COM, INC. (XNAS:AMZN) | 4.96% |
| MICROSOFT CORPORATION (XNAS:MSFT) | 3.60% |
| NVIDIA CORPORATION (XNAS:NVDA) | 5.28% |
| APPLE INC. (XNAS:AAPL) | 3.35% |
| AMAZON.COM, INC. (XNAS:AMZN) | 4.90% |
| NVIDIA CORPORATION (XNAS:NVDA) | 5.39% |
| APPLE INC. (XNAS:AAPL) | 4.39% |
| AMAZON.COM, INC. (XNAS:AMZN) | 3.19% |
Next Rebalance date: Aug 14, 2026
🔒 Members Access
| Stock | Weight | Price | Volume |
|---|---|---|---|
| Calculator available for members only | |||
Min amount of investment: This represents the minimum capital required to purchase at least one share of each stock in the portfolio, based on their respective weights and prices. The calculation ensures full portfolio coverage with no zero-share positions.
Fractions disabled: Minimum 1 full share per stock required.
Holdings Performance since Last Rebalance Date
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Weights Adjustment on Last Rebalance Date
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