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.
“companies with a significant amount of both corporate lobbying, government contracts, and congressional stock trading”
“The portfolio is rebalanced at the start of every month”
“weighted to match S&P 500 sector allocation”
23 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.
4.6% 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. : 83% · 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 Sector Weighted DC Insider Strategy tracks the performance of companies with a significant amount of both corporate lobbying, government contracts, and congressional stock trading. The portfolio is rebalanced at the start of every month, and weighted to match S&P 500 sector allocation.
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: 4.7% · Utilities: 3.2% · Healthcare: 14.7% · Technology: 27.0% · Industrials: 7.9% · Real Estate: 2.8% · Basic Materials: 2.5% · Consumer Cyclical: 11.2% · Consumer Defensive: 6.7% · Financial Services: 11.1% · Communication Services: 8.2% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 10.16% | ||
| Total return (Surmount tracking) (model tracking) | 61.08% |
| Maximum drawdown (Surmount tracking) (model tracking) | -20.69% |
| Risk score (Surmount) | 2.17 | 2026-10-20 |
