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Momentum

Apex Momentum

Our best ideas, ranked by momentum. Apex Momentum holds the ten strongest names drawn from the combined conviction holdings of Core 20, Tepper Tactical, and Market Masters, rebalanced every quarter. Higher returns, a wilder ride.

Today's Portfolio Return

All figures are backtested → · benchmark: S&P 500 TR

20.65%
+6.02%
1.09
1.92
-34.1%
1.06

Growth of $10,000

Data through May 18, 2026•Log scale

Apex Momentum
S&P 500
Final Value
$201,562.43
Apex Momentum
S&P 500 Value
$88,856.63
Benchmark
Outperformance
+126.8%
vs Benchmark
$10k$20k$50k$100k$200k2010201320152018202120232026
Year

Performance

Live
Updated through May 18, 2026
Year-to-date
Jan 1 → May 18, 2026
Portfolio+21.6%
S&P 500 TR+8.6%
Alpha+13.0%
Since last rebalance
May 18, 2026 → Jun 30, 2026 · 43 days
Not enough data yet
1-year trailing
Apr 30, 2025 → May 18, 2026
Portfolio+67.6%
S&P 500 TR+34.7%
Alpha+32.9%

All three windows use the same data source as the chart. YTD spans the most recent rebalance; the rebalance window is one holdings composition only.

Year by Year Returns

Data through May 18, 2026

Annual returns vs S&P 500 TR. Green beats the benchmark, red trails it.

Apex Momentum
S&P 500 TR
10
Years Beat Benchmark
5
Years Trailed
67%
Win Rate
About these numbers: Advising Alpha is a publisher, not a Registered Investment Adviser. We can't publish audited live returns the way mutual funds and hedge funds do, but we can share rigorous backtests of our methodology. Hypothetical, backtested performance based on the methodology applied to historical data. Members who execute the same trades may not achieve the same results due to timing, fees, taxes, and individual circumstances. Past performance does not guarantee future results. Read the full methodology disclosure →
Portfolio Normality Indicator

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Returns by Rebalance Period

How each set of holdings performed in its own window. Different time period than YTD — YTD covers Jan 1 forward and spans rebalances; each row below covers a single holdings composition.

PeriodDatesDaysPortfolioS&P 500 TRAlpha
Current (from Q2 2026)Live
May 18, 2026 → Jun 30, 202643———

Key Characteristics

  • •The ten strongest-momentum names from across our core models
  • •Rules-based selection, re-ranked and rebalanced every quarter
  • •Draws on the same elite institutional conviction holdings as Core 20, Tepper, and Market Masters
  • •Built to ride market leadership, not to minimize risk
  • •A concentrated growth sleeve, best paired with a diversified core

Rebalance Schedule

Last: May 18, 2026(43d ago)
Next: August 20–25, 2026(51d)

Apex Momentum rebalances four times a year, on the 20th to 25th of February, May, August, and November — anchored to the SEC 13F filing cycle so we can act on the latest institutional disclosures. Pro members get the trade list by email the moment we publish.

Sector Posture

Apex Momentum vs S&P 500

Apex Momentum
Offense 80%
Def 0%
Ind 20%
100%
S&P 500
Offense 63%
Def 21%
Ind 16%
100%
Offense +17.0pp
Defense -21.0pp
Independents +4.0pp
Aggressive cyclical tilt — underweight the slowdown-resilient sectors.

Sector weights as of 2026-05-04. Posture is one of several lenses we use to read a portfolio — never used in isolation.

Current Holdings

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Weekly Model Report

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Full sector breakdown

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Why we own these

A short investment thesis for each holding will appear here. The role it plays in the portfolio and why we believe in it. Generated after each quarterly rebalance.