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.
“checks the holdings of the House Natural Resources Committee”
6 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 · not identified: PTA 5%
No stated fossil-fuel rule; the exposure is shown for reference. : 95% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 5% · 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.
The trading strategy outlined in the provided code is designed to access data related to the House Natural Resources Committee and make trading decisions based on the latest information available. The strategy defines the interval for trading as "1day" and specifies the assets involved as a list of tickers. The primary data used for analysis is from the HouseNaturalResourcesCommittee. Within the run function, the strategy checks the holdings of the House Natural Resources Committee and sets initial allocations for the "AAPL" ticker. If there are holdings available, it extracts the latest allocation information and updates the allocations accordingly. The strategy then logs the trading activity and the final allocations before returning the target allocations for trading execution. This approach allows for dynamic allocation adjustments based on the latest data from the House Natural Resources Committee, potentially optimizing trading decisions.
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: 1.2% · Utilities: 0.1% · Healthcare: 27.2% · Technology: 8.5% · Industrials: 6.6% · Real Estate: 1.1% · Basic Materials: 5.1% · Consumer Cyclical: 7.0% · Consumer Defensive: 18.1% · Financial Services: 21.8% · Communication Services: 3.4% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 15.18% | ||
| Total return (Surmount tracking) (model tracking) | 100.67% |
| Maximum drawdown (Surmount tracking) (model tracking) | -26.53% |
| Risk score (Surmount) | 2.47 | 2026-10-20 |
