Revenue scale + free-cash-flow: combine enterprise scale with trailing cash-generation strength. Inspired by top published family: Momentum + Quality (proxy).
End 2026-06-26 / Value 641,448.97 / Return 83.27%
Operating-margin + PEG: combine strong operating margins with attractive PEG valuations. Inspired by top published family: Value + Momentum (proxy).
End 2026-06-26 / Value 902,996.72 / Return 158%
FCF yield + momentum: combine strong free-cash-flow yield with positive trailing momentum. Inspired by top published family: Value + Momentum (proxy).
End 2026-06-26 / Value 865,780.10 / Return 147.37%
Revenue scale + free-cash-flow: combine enterprise scale with trailing cash-generation strength. Inspired by top published family: Momentum + Quality (proxy).
End 2021-07-06 / Value 620,906.80 / Return 79.97%
Operating-margin + PEG: combine strong operating margins with attractive PEG valuations. Inspired by top published family: Value + Momentum (proxy).
End 2021-07-06 / Value 584,875.88 / Return 69.53%
FCF yield + momentum: combine strong free-cash-flow yield with positive trailing momentum. Inspired by top published family: Value + Momentum (proxy).
End 2021-07-06 / Value 526,186.61 / Return 52.52%
Revenue scale + free-cash-flow: combine enterprise scale with trailing cash-generation strength. Inspired by top published family: Momentum + Quality (proxy).
End 2016-07-06 / Value 556,798.55 / Return 61.39%
Operating-margin + PEG: combine strong operating margins with attractive PEG valuations. Inspired by top published family: Value + Momentum (proxy).
End 2016-07-06 / Value 634,121.36 / Return 83.80%
FCF yield + momentum: combine strong free-cash-flow yield with positive trailing momentum. Inspired by top published family: Value + Momentum (proxy).
End 2016-07-06 / Value 568,266.96 / Return 64.72%
Revenue scale quality: hold liquid large-cap profitable companies with the largest trailing revenue bases, tempered by operating quality.
End 2026-06-26 / Value 622,437.68 / Return 77.84%
Operating-margin quality: hold liquid large-cap profitable companies with the strongest trailing operating margins.
End 2026-06-26 / Value 574,113.12 / Return 64.03%
Free-cash-flow yield: hold liquid large-cap profitable companies with the highest trailing free-cash-flow yield.
End 2026-06-26 / Value 654,210.93 / Return 86.92%
Revenue scale quality: hold liquid large-cap profitable companies with the largest trailing revenue bases, tempered by operating quality.
End 2021-07-06 / Value 780,994.02 / Return 126.38%
Operating-margin quality: hold liquid large-cap profitable companies with the strongest trailing operating margins.
End 2021-07-06 / Value 766,836.07 / Return 122.27%
Free-cash-flow yield: hold liquid large-cap profitable companies with the highest trailing free-cash-flow yield.
End 2021-07-06 / Value 743,854.69 / Return 115.61%
Revenue scale quality: hold liquid large-cap profitable companies with the largest trailing revenue bases, tempered by operating quality.
End 2016-07-06 / Value 693,766.19 / Return 101.09%
Operating-margin quality: hold liquid large-cap profitable companies with the strongest trailing operating margins.
End 2016-07-06 / Value 642,550.44 / Return 86.25%
Free-cash-flow yield: hold liquid large-cap profitable companies with the highest trailing free-cash-flow yield.
End 2016-07-06 / Value 555,496.67 / Return 61.01%
Accelerating Momentum: rank by trailing 12m momentum plus blend of recent-vs-prior and short-vs-long acceleration; recent window 3m vs prior window 3m; hold top 12; monthly rebalance; rank-buffer exits.
End 2016-09-02 / Value 694,580.44 / Return 98.45%
Accelerating Momentum: rank by trailing 6m momentum plus recent-vs-prior acceleration; recent window 1m vs prior window 2m; hold top 15; monthly rebalance; negative exits.
End 2021-09-22 / Value 484,755.53 / Return 38.50%