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.
Each rule is quoted word for word from the strategy's own documents.
“Another 30% goes to the Vanguard Dividend Appreciation ETF (VIG)”
“Half the portfolio is the Vanguard S&P 500 ETF (VOO)”
“This portfolio is 100% stocks across three funds”
“The final 20% is the Vanguard FTSE Emerging Markets ETF (VWO)”
4 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.
2.7% of weight in (IVV: 3.0%)
3 funds (SEC N-PORT, as of 2026-06-30)
No stated fossil-fuel rule; the exposure is shown for reference. : 84% · 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.
2 missing
The text the rules are quoted from, with where it came from.
This portfolio is 100% stocks across three funds, with a deliberate lean toward established, profit-sharing companies. Half the portfolio is the Vanguard S&P 500 ETF (VOO) — the 500 largest US companies, the broad engine of the American economy. Another 30% goes to the Vanguard Dividend Appreciation ETF (VIG), which holds only companies that have raised their dividend every year for at least ten straight years — a filter that tends to select durable, financially disciplined businesses that hold up better when markets get rough. The final 20% is the Vanguard FTSE Emerging Markets ETF (VWO), adding thousands of companies across faster-growing economies like India, Taiwan, and Brazil.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $10 | 2026-10-20 |
| Industry weights (Surmount) | Financial Services: 100.0% | 2026-10-20 |
| Investors following (Surmount) | 1 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 8.57% | ||
| Total return (Surmount tracking) (model tracking) | 50.59% |
| Maximum drawdown (Surmount tracking) (model tracking) | -24.57% |
| Risk score (Surmount) | 2.24 | 2026-10-20 |
