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 strategy is designed to be adjusted every 30 days”
“allocating 25% each to MHO and RITM while also including ABR, O, NNN, ARI, and MITT with 10% allocation each”
8 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%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 11% · 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 strategy outlined focuses on long-term investments in the real estate sector under the management of Daly Asset Management. The portfolio is diversified, allocating 25% each to MHO and RITM while also including ABR, O, NNN, ARI, and MITT with 10% allocation each. The strategy is designed to be adjusted every 30 days, providing a balance between stability and agility in response to market conditions. This approach reflects a cautious yet proactive investment style, aiming to leverage opportunities in the real estate market over a specified period.
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) | Real Estate: 74.8% · Consumer Cyclical: 25.2% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | -3.61% | ||
| Total return (Surmount tracking) (model tracking) | -16.72% |
| Maximum drawdown (Surmount tracking) (model tracking) | -39.34% |
| Risk score (Surmount) | 3.18 | 2026-10-20 |
