Surmount · investment strategy
by Quantbase · via Surmount
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“The Analyst Long Strategy uses Quiver’s proprietary Analyst Scoring method”
“The strategy takes an equal-weighted position in those 10 companies”
“rebalances on a monthly basis”
11 positions as of 2026-10-20
by the source.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
0.0% of weight in (IVV: 3.0%)
No funds
No stated fossil-fuel rule; the exposure is shown for reference. : 100% · 2026-10-20
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 100% · 2026-10-20
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
The Analyst Long Strategy uses Quiver’s proprietary Analyst Scoring method, which rates Wall Street Analysts based on the accuracy of their historical price targets. We use these scores to weight each analyst’s most recent forecasts, giving a stronger weight to analysts with historical success, and lower (or in some cases, negative) weights to analysts with poor historical accuracy. We then take all forecasts made over the last year, and find the average weighted forecast for every ticker. We take the stocks with the top 100 scores, and then narrow it down to the top 10 largest by market cap (to avoid stocks with sparse analyst coverage). The strategy takes an equal-weighted position in those 10 companies, and rebalances on a monthly basis.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Energy: 1.8% · Healthcare: 3.3% · Technology: 44.8% · Industrials: 4.0% · Real Estate: 0.5% · Consumer Cyclical: 6.2% · Consumer Defensive: 1.4% · Financial Services: 35.9% · Communication Services: 2.1% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 16.64% | ||
| Total return (Surmount tracking) (model tracking) | 113.57% |
| Maximum drawdown (Surmount tracking) (model tracking) | -26.07% |
| Risk score (Surmount) | 2.39 | 2026-10-20 |
