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.
“no more than 5% allocated to each issuer”
48 positions as of 2026-10-20
by the source.
Top 25 of 48 shown.
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.
19.8% of weight in (IVV: 3.0%)
No funds · not identified: BXSL 2%, BBDC 2%
No stated fossil-fuel rule; the exposure is shown for reference. : 96% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 51% · 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.
4 missing
The text the rules are quoted from, with where it came from.
A well balanced portfolio comprised of moderately conservative single stocks, no more than 5% allocated to each issuer, with intent to outperform equity indices.
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: 18.1% · Healthcare: 1.9% · Technology: 17.5% · Industrials: 5.1% · Real Estate: 5.7% · Consumer Cyclical: 12.6% · Consumer Defensive: 6.0% · Financial Services: 25.1% · Communication Services: 8.0% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 15.44% | ||
| Total return (Surmount tracking) (model tracking) | 103.66% |
| Maximum drawdown (Surmount tracking) (model tracking) | -18.56% |
| Risk score (Surmount) | 2.16 | 2026-10-20 |
