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New Momentum Portfolio
A concentrated, maximum-five-stock portfolio built from fresh institutional accumulation, new-money flows, and price momentum signals.
Max holdings
5
Latest slate
5
Investors
5
Why this exists
Premium Picks are broad. Monthly Picks rotate. New Momentum is intentionally concentrated around fresh institutional demand.
Historical Performance
Completed New Momentum source quarters from Q1 2025 to present.
Total Return
+69181%
S&P +541%
Avg. Annual
+40.9%
S&P +9.5%
CAGR
+30.3%
S&P +7.8%
Win Rate
+60.9%
Portfolio only
How the Portfolio Works
Designed for subscribers who want a tight watchlist of new-money momentum signals.
Focuses on new positions and major new-money signals from 13F filings.
Ranks candidates with recent price momentum and accumulation context.
Keeps the portfolio concentrated, scannable, and easy to monitor.
Follow the next completed slate
Unlock the live five-stock portfolio, current returns, and future rebalances with an Insider Edges subscription.