Surmount · investment strategy
by Quantbase · via Surmount
Follows insider trades in the top 7 tech giants. By tracking executive buys and sells, the strategy aligns with those closest to the companies — aiming to capture smart-money signals.
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.
“Follows insider trades in the top 7 tech giants.”
6 positions as of 2026-10-20
by the source.
Fitted to 120 returns (model) from 2025-11-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.81 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.82 (90%: 0.74 to 0.92)
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.
0.4% of weight in (IVV: 3.0%)
2 funds (SEC N-PORT, as of 2026-05-31) · : QQQ via QQQM, SPY via IVV
No stated fossil-fuel rule; the exposure is shown for reference. : 99% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 56% · 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.
Follows insider trades in the top 7 tech giants. By tracking executive buys and sells, the strategy aligns with those closest to the companies — aiming to capture smart-money signals.
Follows insider trades in the top 7 tech giants. By tracking executive buys and sells, the strategy aligns with those closest to the companies — aiming to capture smart-money signals.
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: 36.2% · Consumer Cyclical: 18.1% · Financial Services: 36.2% · Communication Services: 9.6% | 2026-10-20 |
| Investors following (Surmount) | 66 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 14.49% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 5.78% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | 9.52% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 5.58% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 96.17% |
| Maximum drawdown (Surmount tracking) (model tracking) | -34.59% |
| Risk score (Surmount) | 2.51 | 2026-10-20 |
