Side-by-side comparison

Compare investment strategies

Aerospace and Defense Leaders Portfolio vs Solid Companies Quality Stock Portfolio

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Model, Hypo). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

10.7%

—

23.3%

42.9%Best

—

1.06

-24.7%Best

-34.8%

Minimum investment

$100

—

Each source uses its own scale

2.33(Surmount risk score)

18(Heart Attack Index (Collective2))

Inception

2024-10-03

2024-06-02

Holdings

—

82%Best

67%

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Aerospace and Defense Leaders PortfolioModelup 62.6%
Solid Companies Quality Stock PortfolioHypoup 123.3%
S&P 500 ETFup 33.2%

Every published figureShow 42 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

—

0.06

Beta vs S&P 500, strategy life (hypothetical model account)

—

0.85

Correlation to S&P 500, strategy life (hypothetical model account)

—

0.43

Returns

Annual return (Surmount tracking) (model tracking)

23.34%

—

Annual return compounded, strategy life (hypothetical model account)

—

42.90%

Annualized return since inception (Lighthorse, daily, hypothetical)

—

44.07%

Return, 1 month (hypothetical model account)

—

0.53%

Return, 1 year (Surmount tracking) (model tracking)

10.71%

—

Return, 3 months (hypothetical model account)

—

5.72%

Return, 3 months (Surmount tracking) (model tracking)

-7.69%

—

Return, 6 months (hypothetical model account)

—

9.70%

Return, last 365 days (Lighthorse, daily, hypothetical)

—

10.73%

Return, year to date (Surmount tracking) (model tracking)

5.79%

—

Total return (Surmount tracking) (model tracking)

184.28%

—

Classification

Asset classes / instruments

equity

stocks

Leaderboard views (Collective2)

—

ira_account, popular

Trading activity

Average leverage

—

0.74

Average position time

—

196,243

Maximum daily leverage

—

1.41

Number of trades

—

336

Percent of trades profitable

—

57.23%

Profit factor

—

2.77

Win:loss ratio

—

2.77

Risk score

Heart Attack Index (Collective2)

—

Risk score (Surmount)

2.33

—

Holdings

Industry weights (Surmount)

Industrials: 100.0%

—

Popularity

Investors following (Surmount)

—

Risk metrics

Maximum drawdown (Surmount tracking) (model tracking)

-24.74%

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-31.83%

Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical)

—

-31.70%

Maximum drawdown, strategy life (hypothetical model account)

—

-34.80%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.02

Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical)

—

0.36

Sharpe ratio, strategy life (hypothetical model account)

—

1.06

Sortino ratio, last 365 days (Lighthorse, daily, hypothetical)

—

0.51

Sortino ratio, strategy life (hypothetical model account)

—

1.49

Volatility since inception (Lighthorse, daily, hypothetical)

—

37.31%

Volatility, last 365 days (Lighthorse, daily, hypothetical)

—

43.84%

Cost & access

Minimum investment

$100

—

Subscription price per month

—

$59

Suggested minimum capital

—

$15k

Identity

Strategy age

—

862

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources