Rebalancing quarterly and hoping for the best isn't risk management. This is. A monthly regime signal that identifies when to get defensive — backed by 95+ years of hypothetical data. The top 5 momentum stocks out of 545+, ranked monthly. A model portfolio sized to the dollar. Five minutes a month. So when the market sells off, you already know exactly where you stand.
Flat $2,500/year — not basis points · See disclosures
| Month | Regime | Top 5 |
| Jan 2026 | BULL | MSFT, XOM, UNH, CAT, HD |
| Dec 2025 | BULL | MSFT, XOM, UNH, LLY, V |
| Nov 2025 | BULL | MSFT, XOM, LLY, V, JPM |
Risk Management
Your first layer of risk management: should you be fully invested or raising cash? The Red Line tracks the long-term market regime. A weekly Value Signal watches for oversold reversals. No gut calls. No reacting after the fact. You know where you stand before the market opens.
Stock Selection
Once the regime favors being invested, which stocks carry the strongest momentum right now? Every month, the algorithm scores 545+ U.S. large and mid-cap stocks and ranks the top 5. No opinions. No narratives. Just the math.
First of the month, log in. The Red Line identifies where the market regime stands. The M5 shows you which stocks rank highest on momentum. Your hypothetical model portfolio is already built.
Once a month — not daily — review what changed and why. Every ticker, every share count, every dollar amount is already calculated. No spreadsheets. No research rabbit holes. No mid-month second-guessing.
Why this stock? It's ranked #2 out of 545 on momentum. Why are you in the market? The regime signal says so — backed by 95 years of data. Every decision documented, every move backed by the system. That's what a real process looks like.
| Date | Signal | S&P 500 | Duration |
| Oct 2023 | BUY | 4,287 | 29 mo |
| Mar 2022 | SELL | 4,530 | 19 mo |
| May 2020 | BUY | 2,950 | 22 mo |
| Feb 2020 | SELL | 3,225 | 3 mo |
The Red Line tracked through the Great Depression, dot-com, 2008, and COVID — in hypothetical backtesting, it flagged every major regime shift. When the next correction starts, you'll already know whether to stay the course or get defensive. No scrambling. No guessing.
No more scrolling through screeners or reading analyst opinions. The algorithm scores every large and mid-cap U.S. stock on risk-adjusted momentum, ranks them, and delivers the top 5 monthly. That's hours of research you're not doing. You also get the full top-125 leaderboard — search any ticker and see exactly where it ranks.
| # | Ticker | Sector | Score | 12M |
| 1 | MSFT | Tech | 96.4 | +45.2% |
| 2 | XOM | Energy | 94.1 | +38.7% |
| 3 | UNH | Health | 91.8 | +28.3% |
| 4 | CAT | Industrials | 89.5 | +52.1% |
Most services cherry-pick their best numbers. We show you every year — including the ones that underperformed. Full equity curves, every drawdown depth, year-by-year returns since 1995. Zoom into 2008 and see exactly what would have happened. The track record is only useful if you trust it, and you can only trust what you can verify.
Enter any portfolio value and the model portfolio calculates tickers, share counts, and dollar amounts instantly. Five minutes from login to fully positioned. That's time you spend growing your practice, not building spreadsheets.
| Holding | Type | Weight | Value |
| SPY | Red Line | 80.0% | $400,000 |
| MSFT | M5 | 4.0% | $20,000 |
| XOM | M5 | 4.0% | $20,000 |
| UNH | M5 | 4.0% | $20,000 |
| CAT | M5 | 4.0% | $20,000 |
| 8/21 EMA | Bullish | 8 above 21 |
| 21/50 SMA | Bullish | Golden cross |
| VIX | Neutral | 14.2 — complacent |
Every morning, your dashboard opens to a market brief — signal status, key levels, what moved overnight, and what to watch today. Live charts for every major index, sector, and asset class. No more scanning five newsletters before your first meeting.
Your first line of defense. The Red Line identifies whether broad market conditions favor being invested or raising cash. In hypothetical backtesting, it flagged regime shifts before every major bear market since the 1920s — so you're not the advisor who finds out a bear market started three months after it began.
Every month, the algorithm scores 545+ U.S. large and mid-cap stocks on risk-adjusted momentum and surfaces the top 5. You don't pick — the data picks.
IMPORTANT: All performance figures shown above are hypothetical backtested results. They do not represent actual trading and were achieved by means of retroactive application of a model designed with the benefit of hindsight. HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. Hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. Transaction costs, slippage, taxes, and other fees are not included. The Red Line backtest covers 1995-2025. The M5 backtest covers January 2018 to present. Past performance is not indicative of future results. See full disclosures.
In our experience, the conversations that cost advisors their accounts aren't about missing a rally. They're about drawdowns. A 30% drop in a retirement portfolio creates a conversation that no performance chart can undo. In 2008, we watched experienced advisors sell at the bottom — not because they were bad at their job, but because they had no system, no rules, and no plan for what the data was actually showing them.
After 35+ years in the markets, we stopped trying to predict and started building rules. The Red Line tracks the long-term trend and, in hypothetical backtesting, identified regime shifts before every major bear market since the 1920s. The M5 algorithm takes emotion out of stock selection entirely — 545+ stocks scored on math, not narratives.
We built this for ourselves first. We still use it every day. Now we're sharing it with advisors who want a real risk management process — not quarterly rebalancing and a prayer.
Market regime, momentum rankings, model portfolios, backtests, and presentation mode — one login. Cancel the newsletter, the screener, and the spreadsheet you've been duct-taping together.
Why are you in the market? The Red Line says so. Why this stock? It's ranked #3 out of 545 on momentum. What's your process? Here's 95 years of signal history. No gut calls to defend — just data.
Log in on the 1st, review the signal and rankings, and you're done. The signal doesn't change mid-month. No checking daily. No second-guessing. You spend your time on what actually grows your practice: talking to clients and prospects.
An SMA charges basis points that grow with your AUM. This is a flat annual fee. At $5M AUM, it's 5 bps. At $50M, it's 0.5 bps. The economics only get better as you grow.
Full access to both signals, model portfolios, backtests, presentation mode, and email alerts. Book a demo or start today — cancel anytime.
Get Access Book a DemoEverything. The Red Line market regime signal (updated daily), M5 momentum stock rankings (delivered monthly), hypothetical model portfolios (preset or custom with bonds), full interactive backtests, 95+ years of signal history, built-in presentation mode for client meetings, and email alerts whenever a signal changes. No tiers — every member gets the same dashboard.
Every month, the M5 algorithm scores 545+ U.S. large and mid-cap stocks on risk-adjusted momentum. It ranks them all, surfaces the top 125 on your dashboard, and delivers the top 5 as your monthly rankings. Rankings are locked at month-end so you trade once and hold — no mid-month churn. You can also see the full 125 leaderboard and search any ticker to check where it ranks.
The Red Line is a trend-following framework that identifies market regime conditions — whether the broad market trend is positive or negative. A weekly Value Signal layer monitors for oversold conditions. In hypothetical backtesting, the Red Line identified regime changes during major bear markets since the 1920s. Past performance is not indicative of future results.
No. Momentum Wealth Research provides data-driven signals and educational research. We are not registered investment advisors. All content is for informational purposes only. Past performance is not indicative of future results. Always do your own research and consult a licensed professional before making investment decisions.
Yes. Start with a single membership to see how it fits your workflow. If you need multiple seats or firm-wide access, email contact@momentumwealthresearch.com and we'll set up the right arrangement for your team.
All performance figures on this page are hypothetical backtested results. The Red Line backtest covers 1995 to present. The M5 backtest covers January 2018 to present. They do not represent actual trading or live account performance. Hypothetical results have many inherent limitations — no representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Transaction costs, slippage, taxes, and other fees are not included. Past performance is not indicative of future results. Full methodology and backtest details are available inside the member dashboard. See our full disclosures.
The ones with a documented, rules-based process will keep their clients. The ones without one will be explaining. Defense and offense. One system. Five minutes a month.
