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 operates on a set frequency of 30 days”
“The allocations range from 4.0% to 15.0% depending on the company”
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.
0.0% 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 strategy outlined in the data involves a portfolio managed by Daly Asset Management Technology. This portfolio is structured with specific allocations to various technology companies, with different percentages of total investment allocated to each company. The companies included in the portfolio are GOOG, META, AMD, ARM, NVDA, MSFT, ORCL, PANW, IBM, CRWD, and RDDT. The allocations range from 4.0% to 15.0% depending on the company. The strategy operates on a set frequency of 30 days, meaning adjustments and evaluations are made at this interval. Overall, the approach focuses on technological assets and manages these investments over a specified period of time in days.
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) | Technology: 71.8% · Communication Services: 28.2% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 36.01% | ||
| Total return (Surmount tracking) (model tracking) | 120.26% |
| Maximum drawdown (Surmount tracking) (model tracking) | -28.60% |
| Risk score (Surmount) | 2.55 | 2026-10-20 |
