How TrendToWealth works — transparent, rules-based, evidence-driven.
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 built-in risk overlay monitors broad market conditions and reduces equity exposure when conditions deteriorate — designed to limit drawdowns during sustained declines.
The selection process is grounded in decades of peer-reviewed academic research on relative strength and trend persistence.
Performance shown is backtested and hypothetical. It does not represent actual trading and may not reflect the impact that material economic and market factors might have had on decision-making. Backtested results are calculated from March 1996 through the most recent weekly data. Past performance is not indicative of future results. This is not investment advice. All investments carry risk, including possible loss of principal. The strategy uses survivorship-bias-aware constituent data — delisted and failed companies are included in the backtest.