Start Here: How to Use Our Research
The Shield & Sword System🛡️⚔️
Index funds and “buy-and-hold” are a starting point—not a strategy. If you are looking for clarity to move beyond "passive investing," you are in the right place.
We condense hours of institutional research into two simple, actionable weekly reports so you can stop guessing, stop being influenced by the news headlines, and start following the trend.
How to Use the Shield & Sword Research System
Step 1: 🛡️The Shield Report (Free)
The Shield is your master risk-management filter. It tells you when the trend signals to be offensive and when to step aside.
The Monthly “Red Line” Signal
Positive: When price is Above the Red Line, the Shield is positive. The trend is favorable. The market is signaling an offensive regime.
Negative: When price breaks Below the Red Line, the Shield turns Red. This is our signal to manage risk and protect capital.
Weekly Filtering: Our weekly updates help you ignore the daily “Headline Horrors” and stay focused on the long-term trend.
Step 2: ⚔️The Sword Rankings (Paid)
The Shield indicates when to play offense / defense, the Sword tells you what names are trending positive.
The M5 Rankings: At the start of each month, we identify the top 5 stocks exhibiting the strongest momentum leadership with our M5 Alogrithm.
Active Monitoring: We track these leaders throughout the month. If a stock’s momentum breaks down, it is flagged for replacement in the next signal.
Step 3: 📊The Hypothetical Model Portfolio (Paid)
We provide a Hypothetical Model Portfolio to help you conceptualize how the Shield and Sword signals work together in a systematic plan.
Note: This model is purely conceptual and for educational purposes. It illustrates how our research could be implemented, but does not represent actual trading activity or real accounts.
Access: Via the Shield Report or the Sword Rankings at the bottom of each post.
Step 4: 📺The Roundtable Video (Paid)
At the end of each month, join us for a 15-minute executive briefing. We break down the current Shield status, the logic behind the new Sword rankings, and the macro-trend themes we are watching for the month ahead.
Step 5: 🎯The Strategy Room & Whitelisting
The Strategy Room: Join our moderated subscriber chat in the Substack app for community discussion on the system.
Stay Informed: Move MWR emails to your “Primary” tab to not miss a single update.
Disclosures
Momentum Wealth Research LLC (“The Publisher”) is an independent publisher of financial information. The content provided herein, including the “Sword Rankings,” “Shield Report,” and hypothetical model portfolios, is for educational and informational purposes only. Momentum Wealth Research LLC and Momentum Wealth Planning, LLC (“The RIA”) are separate legal entities.
Your subscription does not create a fiduciary, client, or professional relationship with The Publisher or The RIA. All investment strategies, including the “Shield & Sword” system, involve a significant risk of loss. Past performance is no guarantee of future results. Model portfolios are purely conceptual and do not represent the performance of actual trading activity. Readers are encouraged to independently evaluate all investments and consult with a professional advisor before taking action.
Please see our full Terms of Service & Privacy Policy