Surmount · investment strategy
by Quantbase · via Surmount
Invests in top companies shaping how we shop, spend, and connect — from e-commerce and fintech to EVs and streaming. Rebalanced monthly, this strategy targets long-term growth across the evolving consumer tech landscape.
Description from 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.
“Rebalanced monthly”
30 positions as of 2026-10-20
by the source.
Top 25 of 30 shown.
Fitted to 120 returns (model) from 2025-11-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.56 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.04 (90%: 0.89 to 1.19)
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. : 62% · 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.
1 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Invests in top companies shaping how we shop, spend, and connect — from e-commerce and fintech to EVs and streaming. Rebalanced monthly, this strategy targets long-term growth across the evolving consumer tech landscape.
Invests in companies shaping the future of consumer technology
Invests in top companies shaping how we shop, spend, and connect — from e-commerce and fintech to EVs and streaming. Rebalanced monthly, this strategy targets long-term growth across the evolving consumer tech landscape.
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: 42.9% · Consumer Cyclical: 21.1% · Financial Services: 4.3% · Communication Services: 31.7% | 2026-10-20 |
| Investors following (Surmount) | 54 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 3.40% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 1.72% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | 7.02% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 4.80% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 18.13% |
| Maximum drawdown (Surmount tracking) (model tracking) | -52.79% |
| Risk score (Surmount) | 3.50 | 2026-10-20 |
