Screens

Each screen is a fixed set of factors applied to a fixed universe, recomputed on the same schedule every week. The rules are published in full — nothing is discretionary.

Data as of 2026-08-19

Defensive Ballast

12 funds

Bond, cash, and commodity funds ranked on what they are actually bought for: low drawdown, low volatility, and low cost.

Recomputed weekly

Core Momentum

41 funds

Broad-market and factor ETFs ranked on trailing momentum, confirmed by trend and penalized for volatility and cost.

Recomputed weekly

Sector Strength

14 funds

The eleven GICS sector ETFs plus two industry funds, ranked on medium-term relative strength and trend confirmation.

Recomputed weekly

Steady Compounders

41 funds

Equity ETFs that produced return per unit of risk rather than raw return — favors shallow drawdowns, low volatility, and low cost.

Recomputed weekly