• Introduction
  • KISS-Indexes
    • SPY Protection Plan
    • Tech Without the Wreck
    • EZPZ Markets
  • NQ-Indexes
    • Overview-NQ
    • Tactical Risk Mitigation
    • Alpha Stylebox
    • Alpha Sectors
    • Alpha Global
  • Genetic-Indexes
    • Bull-Rider Bear-Fighter
    • SectorSurfer Momentum
  • NewSector-Indexes
    • NewSectors Preview
  • HyperHedge-Indexes
    • Overview-HH
    • Sector Nectar Max
    • Rising Star Stocks
    • Pedal to the Metal
  • About Us
    • Our Team
    • Our Company
    • Contact Us
  • More
    • Introduction
    • KISS-Indexes
      • SPY Protection Plan
      • Tech Without the Wreck
      • EZPZ Markets
    • NQ-Indexes
      • Overview-NQ
      • Tactical Risk Mitigation
      • Alpha Stylebox
      • Alpha Sectors
      • Alpha Global
    • Genetic-Indexes
      • Bull-Rider Bear-Fighter
      • SectorSurfer Momentum
    • NewSector-Indexes
      • NewSectors Preview
    • HyperHedge-Indexes
      • Overview-HH
      • Sector Nectar Max
      • Rising Star Stocks
      • Pedal to the Metal
    • About Us
      • Our Team
      • Our Company
      • Contact Us
  • Introduction
  • KISS-Indexes
    • SPY Protection Plan
    • Tech Without the Wreck
    • EZPZ Markets
  • NQ-Indexes
    • Overview-NQ
    • Tactical Risk Mitigation
    • Alpha Stylebox
    • Alpha Sectors
    • Alpha Global
  • Genetic-Indexes
    • Bull-Rider Bear-Fighter
    • SectorSurfer Momentum
  • NewSector-Indexes
    • NewSectors Preview
  • HyperHedge-Indexes
    • Overview-HH
    • Sector Nectar Max
    • Rising Star Stocks
    • Pedal to the Metal
  • About Us
    • Our Team
    • Our Company
    • Contact Us

So What's New?

  • Dynamic Performance-Weighted Portfolios
  • Dual Defense Risk Avoidance vs Risk Dilution 
  • Adaptive Low-Noise Momentum Trade Signals
  • Task-Specific AI Tools Profoundly Move the Needle

About NewSector Indexes

US index-based ETFs tracking a cap-weighted or equal-weighted index for one of the 11 primary economic sectors today account for about $500B AUM.  Index funds became dominant because the vast majority of human portfolio managers underperform such simple indexes. Unfortunately, the managers who beat indexes regularly are known only in hindsight...  and we all know that past performance is no guarantee of future performance and that there is no guarantee that the manager will not take a better job elsewhere.


SumGrowth has finally decided to seriously apply its three decades of R&D in adaptive momentum and Dual Defense risk mitigation methodologies of ETFs and mutual funds directly to more volatile stock portfolios. Although stocks are a much more complex data analysis problem than ETFs and mutual funds, in the end, stocks are just a set of more volatile pieces of the same animal. 


Each of the 11 NewSector lndexes will consist of a portfolio of 16 (or more) stocks that are members of the associated GICS sector. The Index will employ a rules-based adaptive momentum algorithm to evaluate candidate stocks at each month-end, from which a set of weighted momentum leaders is selected.  The Index will additionally employ our Dual Defense methodologies to mitigate risk in bear markets.


We invite your comments, questions, or enthusiasm!  Please Contact Us Here.

In Development

While our low-noise adaptive momentum and defensive algorithms are quite well developed, the logistics of managing the ever-changing universe of stocks within each of the GICS sectors must developed for proper index performance modeling. We are on it! 


Estimated Debut:     Late 2024

(Stay Tuned)   

Partial Proof of Concept

  The Alpha Sheet Alpha Stocks Portfolio demonstrates that the principles of our adaptive momentum and Dual Defense methodologies can be quite effective for stocks. Although, the methodology will have to simultaneously hold many more stocks, the improvement over current sector ETFs in both bull and bear markets will seriously change the game for what constitutes the best way to invest in market sectors. 


 

See This Stocks Portfolio Example

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

SumGrowth Indexes

11536 Riviera PL NE Seattle, WA 98125 US

  • Privacy Policy
  • Terms of Use

SumGrowth Indexes: A service of SumGrowth, Inc.

11536 Riviera PL NE Seattle, WA 98125 US

(206) 898-9690

Copyright © 2019-2024 SumGrowth Indexes - All Rights Reserved.

SumGrowth Indexes is a trademark of SumGrowth, Inc.

Learn to Skip the Screen and Go Have a Life!