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.
“tracks the performance of stocks that have been purchased by members of U.S. Congress (or their family)”
“when S&P500 is below it’s 100 days SMA, we add 50% exposure to gold (via GLD)”
“with weekly rebalancing”
“When S&P500 is above it’s 100 days SMA, we add 25% exposure to broad market (via SPY)”
“This strategy is weighted based on the reported size of the purchases”
12 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.
0.8% of weight in (IVV: 3.0%)
1 fund (SEC N-PORT, as of 2026-06-30) · : SPY via IVV · not identified: BRK.B 1%, MOG.A 1%
No stated fossil-fuel rule; the exposure is shown for reference. : 98% · 2026-10-20
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 97% · 2026-10-20
Strategies that share its Politician tracker label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
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 Congress Buys Strategy tracks the performance of stocks that have been purchased by members of U.S. Congress (or their family). This strategy is weighted based on the reported size of the purchases, with weekly rebalancing. When S&P500 is above it’s 100 days SMA, we add 25% exposure to broad market (via SPY) - when S&P500 is below it’s 100 days SMA, we add 50% exposure to gold (via GLD)
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: 7.5% · Utilities: 0.8% · Healthcare: 4.0% · Technology: 22.2% · Industrials: 4.9% · Real Estate: 0.9% · Basic Materials: 3.0% · Consumer Cyclical: 4.1% · Consumer Defensive: 1.9% · Financial Services: 44.1% · Communication Services: 6.7% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 17.64% | ||
| Total return (Surmount tracking) (model tracking) | 122.86% |
| Maximum drawdown (Surmount tracking) (model tracking) | -21.23% |
| Risk score (Surmount) | 2.28 | 2026-10-20 |
Quantbase
