Six-factor scoring on 1,900+ US stocks, multi-method DCF valuation, portfolio Value-at-Risk & stress tests, thesis-break monitoring, and superinvestor 13F tracking — all built on official SEC EDGAR filings.
Rank every stock above $1B market cap by 12-month price momentum, hold the top 25 equal-weight, rebalance monthly. Fully mechanical, no discretion. Tested point-in-time since 2009 on the full ~4,350-name universe (foreign filers included): it beat the S&P 500 in two of three windows, lost to it in 2012–2016, and carried drawdowns half again deeper than the index. We publish the loss as plainly as the wins.
| Hypothetical growth, 2009–2026 | Momentum | S&P 500 | Nasdaq-100 |
|---|---|---|---|
| $10,000 grew to | $157,300 | $89,200 | $248,100 |
| Total return | +1,473% | +792% | +2,381% |
| Per year (CAGR) | 17.1% | 13.4% | 20.3% |
| Worst drawdown | −36% | −24% | −34% |
Our own two-factor strategy: screen the universe for profitability and balance-sheet safety, then rank the survivors by market-beta-adjusted 12-month momentum, hold the top 25 equal-weight, rebalance monthly. The profitability gate is what pure momentum was missing: on the full ~4,350-name universe it kept a +7.5pp/yr edge over the S&P 500 after 0.3%/trade costs and beat the index in all three test windows after costs — the strongest record of our strategies, with the honest caveat that its drawdowns ran to −40%.
| Hypothetical growth, 2009–2026 | Quality Momentum | S&P 500 | Nasdaq-100 |
|---|---|---|---|
| $10,000 grew to | $273,000 | $89,200 | $248,100 |
| Total return | +2,630% | +792% | +2,381% |
| Per year (CAGR) | 20.9% | 13.4% | 20.3% |
| Worst drawdown | −40% | −24% | −34% |
The same questions a professional desk asks about a company — is the business good, is it cheap, how risky is my portfolio, is my thesis still intact — answered from official SEC filings.
Business quality, capital allocation, valuation, earnings quality, risk and momentum — scored 0–100 with sector-specific models for banks, insurers and REITs. Plus Altman Z, Piotroski F and Beneish M.
Analyze a stock →Five DCF methods, automatic WACC, Bear/Base/Bull scenarios, 10,000-path Monte Carlo, reverse DCF and a terminal-value fragility gauge — the intrinsic value, not just the price.
Run a valuation →Value-at-Risk & CVaR, concentration, diversification, historical and macro stress tests, long/short exposure, Monte Carlo and factor attribution — the risk view a fund runs on your own portfolio.
Open the risk engine →Knows when the reason you bought a stock stops being true: forward-revenue erosion, clustered insider selling, critical 8-K events, relative-price breakdown and estimate cuts — before the headlines.
See thesis signals →Filter 1,900+ US stocks by the same 6-factor scores, forensic flags, growth, quality and valuation — then export to CSV or share a link. Scores are identical to the stock page, by construction.
Open the screener →What Buffett, Ackman, Burry and 19 other famous investors bought and sold last quarter, straight from SEC 13F filings — each holding linked to its full analysis on our platform.
Browse famous investors →Nine tools in one workspace. Most run without an account; Premium unlocks Fair Value, unlimited AI reports and the full Risk view.
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