// strategy template
Momentum
Strength persists: own what the market is already rewarding.
// the lines that end the argument
One criterion is hard: fail it and the score is capped no matter how well everything else scores.
- Return 6m ≥ 15.0%
What gets measured
| Criterion | Needs | Weight |
|---|---|---|
| Return 6mhardPrice return over the last 6 months. | ≥ 15.0%partial credit to 10.0% | 24%Missing: the position fails without it. |
| Return 12mPrice return over the last 12 months. | ≥ 20.0%partial credit to 13.0% | 21%Missing: the criterion is skipped and its weight is dropped. |
| vs. 52w highDistance from 52-week high (0 = at high, -0.2 = 20% below). | ≥ -15.0%partial credit to -20.0% | 18%Missing: the criterion is skipped and its weight is dropped. |
| vs. 200DMADistance of price from its 200-day moving average. | ≥ 0.0%partial credit to -5.0% | 18%Missing: the criterion is skipped and its weight is dropped. |
| Volatility 1yAnnualized standard deviation of daily returns. | ≤ 45.0%partial credit to 55.0% | 9%Missing: the criterion is skipped and its weight is dropped. |
Weight is each criterion's share of the whole rule-set, rounded for display. Every figure here comes from the same file the product scores with - the page cannot say one thing while the terminal does another.
What needs judgment
Earnings revision trend
12%Are estimates being revised up? Momentum with improving fundamentals beats pure price chase.
These are the criteria a formula cannot settle. The AI judges them against the guidance above and shows its reasoning next to the verdict; the arithmetic stays with the deterministic rules.
Rules about the portfolio, not the stock
- No single position above 8% of the portfolio.
- No sector above 40% of the portfolio.
- At most 20 holdings at once.
These are checked against the book as a whole. A holding can clear every criterion above and still put the portfolio in breach by being too large.
Before you take it as given
This rule-set is a starting point. The moment a portfolio applies it, every threshold, weight and hard line is yours to move - and most people should move them, because the thresholds that make sense for a concentrated book are not the ones that make sense for a wide one.
It has not been backtested and Monsa does not claim it works. What Monsa does is narrower and checkable: hold these rules, and every night it will tell you which of your holdings still clear them and which quietly stopped.
Applying a template takes a minute. The part that is hard to do alone is still being held to it in eight months.