Data Element Stock Picks

Building on the back of successful investing strategies proven to outperform the SP500, this page will track 2 model portfolios based in those strategies.

[Data Element Stock Picks @ElementalStocks]

📌 READ FIRST — About This Page 📌

Hi, I’m running this project to show how everyday investors can potentially beat the market using quantitative, rules-based strategies — with minimal effort.

Over the past 2+ years, I’ve backtested nearly 100 different quantitative strategies used over the last two decades. From there, I focus only on those that are:
✅ Consistently successful
✅ Still working in today’s market
✅ Showing recent momentum (because what’s working now often keeps working in the short term)

That research led to two portfolios I now track publicly:
🌊 Water Portfolio → built only from the very best performing quant strategies.
🌞 Sun Portfolio → a diversified mix of proven quant approaches, weighted toward those showing recent outperformance.

Both are rebalanced just once per month. In the age of $0 commission trading, especially for Canadians using a TFSA (tax-free investing), these kinds of strategies can be followed with little cost and no tax drag — showing that long-term outperformance doesn’t have to be complicated.

⚠️ Important: Investing always involves risk. This page is for educational purposes only — nothing here is financial advice. I’m not an advisor, broker, or analyst, and I can’t tell you what’s right for your personal situation. Please always do your own research and consult with a licensed professional before making investment decisions.

I’ll continue sharing monthly updates on both performance and new stock picks here. If you’re curious how Factor Momentum and quant strategies can outperform the benchmarks, follow along! 🚀

#Investing #QuantStrategies #FactorMomentum #TFSA

[Data Element Stock Picks @ElementalStocks]

Water Portfolio Update 🌊 (May 15, 2026)

Fresh picks are now live for the next 30-day cycle.

Markets continued pushing higher this period, led by large-cap U.S. equities, semiconductors, and AI infrastructure names. Breadth improved overall, though performance remained strongest in a relatively narrow group of mega-cap leaders.

The Water models remained constructive on momentum and cyclical growth exposure, though the more concentrated and selective structure lagged the broader index rally this cycle.

Performance (Apr 10 → May 15):

🌊 Water 1: +4.33%
🌊 Water Portfolio: +3.13%

vs.

S&P 500: +8.79%
Russell 2000: +6.24%
TSX 60: +0.69%

Track Record (Since Dec 2022):

🌊 Water 1: $10,000 → $42,711
🌊 Water Portfolio: $10,000 → $28,540

A highly selective, rules-based process designed to identify the strongest opportunities across changing market environments.

How the Water portfolios are built:

Water uses only the highest-performing strategies from a ~100 model universe.

Unlike Sun, there is no averaging:

• Stocks either pass or fail each strategy
• Each pass earns a score
• Scores are added together

🌊 Water 1 → Highest-scoring stocks (strict threshold)
🌊 Water Portfolio → All stocks above the core threshold

Because of this structure, portfolio size changes each month depending on how many names qualify.

Current Water 1 Holdings:

$MU
$ISSC
$ELMD
$CLS.TO
$BE
$MTZ
$ONTO
$MCHP
$DIOD
$TILE
$ABX.TO
$IDR
$AUPH
$CVGI
$LXRX
$PHIN
$CIEN
$STRL
$PARR
$AGI.TO
$CDE
$SANM
$SIS.TO
$INFU
$PDFS
$WGX.TO
$MIDD
$ALTO
$CRDO
$ON

Current Water Portfolio:

Water 1 +

$KALU
$EXE.TO
$WLDN
$TCMD
$PLTR
$NVDA
$CARE
$FLYW
$APM.TO
$HLIO
$AU
$EQX.TO
$MRVI
$VSCO
$VISN
$TLYS

Changes This Period:

Water 1 Buys:
CVGI https://t.co/L0A9imoi4z https://t.co/21XHZ9sZOi https://t.co/LDvho0wyBy CRDO ELMD https://t.co/NG2bhsyudA BE MTZ ONTO MCHP DIOD TILE https://t.co/Fj1p1YHoEM AUPH LXRX PHIN SANM INFU PDFS MIDD ALTO ON

Water 1 Sells:
TCMD KALU https://t.co/4Wg1g284tz BW RLAY REPX DAN CCLD TBPH
https://t.co/hrk7AfTtvD ATRO ASRT https://t.co/CWyHHquU4v LQDA AUGO GMED

Water Portfolio Buys:
ELMD https://t.co/NG2bhsyudA BE MTZ ONTO MCHP DIOD TILE
https://t.co/Fj1p1YHoEM AUPH LXRX PHIN SANM INFU PDFS MIDD ALTO ON https://t.co/tRW29saGIh WLDN PLTR NVDA CARE FLYW HLIO AU https://t.co/D88ngFVCcq MRVI VISN

Water Portfolio Sells:
TASK ADUS COHR BCRX ELA https://t.co/xnn8QFFRKW OPY ITRN VMD ASMB https://t.co/SKaoCAUApe https://t.co/4Wg1g284tz BW RLAY REPX DAN CCLD TBPH https://t.co/hrk7AfTtvD ATRO ASRT https://t.co/CWyHHquU4v LQDA AUGO GMED

Positioning remains tilted toward semiconductors, industrial momentum, selective resource exposure, and higher-scoring growth names heading into the next rebalance.

Full breakdowns and charts in the visuals below.

#QuantInvesting #FactorMomentum #PortfolioUpdate

[Data Element Stock Picks @ElementalStocks]

Sun Portfolio Update ☀️ (May 15, 2026)

Fresh picks are now live for the next 30-day cycle.

Markets extended their rally this period, driven primarily by strength in large-cap U.S. equities and continued momentum in semiconductors, industrials, and AI-linked infrastructure plays. Breadth improved overall, though leadership remained concentrated in select areas of the market.

Despite strong absolute gains across equities, the Sun models lagged the major benchmarks this cycle as index-heavy mega caps outperformed many of the smaller and mid-cap momentum names held within the portfolios.

Performance (Apr 10 → May 15):

☀️ Sun 1: +3.01%
☀️ Sun Portfolio: +3.45%

vs.

S&P 500: +8.79%
Russell 2000: +6.24%
TSX 60: +0.69%

Track Record (Since Dec 2022):

☀️ Sun 1: $10,000 → $35,887
☀️ Sun Portfolio: $10,000 → $27,050

Built across multiple market environments — inflation shocks, aggressive rate hikes, regional banking stress, and shifting factor leadership — using a fully systematic process.

How the Sun portfolios are built:

☀️ Sun Portfolio (25 stocks)
Top 25 stocks ranked by weighted average score across ~100 quantitative strategies.

☀️ Sun 1 (13 stocks)
A concentrated subset containing the top 13 ranked names.

Each stock is evaluated across a large library of proven strategies. Higher weight is assigned to the models currently producing the strongest performance.

Current Sun 1 Holdings:

$MU
$ISSC
$TILE
$BE
$ELMD
$SANM
$CLS.TO
$NVDA
$IDR
$DIOD
$SIS.TO
$STRL
$ONTO

Current Sun Portfolio (25):

Sun 1 +

$AUPH
$TER
$OGC.TO
$MCHP
$PPIH
$MTZ
$TCMD
$NUE
$ON
$AMD
$INFU
$TOT.TO

Changes This Period:

Sun 1 Buys:
TILE BE ELMD SANM https://t.co/NG2bhsyudA DIOD STRL ONTO

Sun 1 Sells:
https://t.co/4Wg1g284tz ADUS TER REPX META PARR TCMD GOOGL

Sun Portfolio Buys:
TILE BE ELMD SANM https://t.co/NG2bhsyudA DIOD STRL ONTO
AUPH MCHP PPIH MTZ NUE ON AMD INFU https://t.co/9EgpXcuhxP

Sun Portfolio Sells:
https://t.co/4Wg1g284tz ADUS REPX META PARR GOOGL
BW CCLD TXN TBPH BCRX https://t.co/L0A9imoi4z DAN VEEV RLAY KALU ELA

Positioning continues to favor cyclical growth, semiconductors, industrial momentum, and selective resource exposure heading into the next rebalance period.

Full breakdowns and charts in the visuals below.

#QuantInvesting #FactorMomentum #PortfolioUpdate

[Data Element Stock Picks @ElementalStocks]

3/3
Detailed stock performance for both Water & Sun portfolios.

*Note that the darker shaded cells in both tables denote the Water 1 & Sun 1 portfolios, while the entire table represents the Water & Sun portfolios.

[Data Element Stock Picks @ElementalStocks]

1/3

📊 RESULTS: Apr 10 – May 15, 2026

Markets moved sharply higher this period as equities continued to rally on easing macro concerns, resilient economic data, and improving investor sentiment. Large-cap U.S. equities led the advance, with broad market participation strengthening throughout the month.

This environment proved more favorable for major US index exposure than for the concentrated factor models, though all four portfolios still finished positive on the period.

🌊 Water 1: +4.33%
🌊 Water Portfolio: +3.13%

☀️ Sun 1: +3.01%
☀️ Sun Portfolio: +3.45%

vs. Benchmarks:
#SP500: +8.79%
#Russell2000: +6.24%
#TSX60: +0.69%

More details below. Monthly portfolio updates for both the Sun and Water models will be shared later this weekend.

#QuantInvesting #FactorMomentum #PortfolioUpdate

[Data Element Stock Picks @ElementalStocks]

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📊Detailed ~30 day performance data for the most recent trailing twelve ~30 day periods

[Data Element Stock Picks @ElementalStocks]

Water Portfolio Update 🌊 (Apr 10, 2026)

Fresh picks are live for the next 30-day cycle.

Markets rebounded strongly this period, with high-beta and momentum names leading the move. Small caps outperformed large caps, and leadership broadened beyond mega-cap defensiveness.

At the same time, software and cybersecurity continued to lag, as capital rotated toward AI-adjacent winners and more speculative areas of the market.

Performance (Mar 13 → Apr 10):
🌊 Water 1: +8.76%
🌊 Water Portfolio: +7.69%

vs.
S&P 500: +2.59%
Russell 2000: +5.97%
TSX 60: +3.73%

Strong performance across both portfolios, benefiting from exposure to momentum and higher-beta names.

Track Record (Since Dec 2022):

🌊 Water 1: $10,000 → $40,938
🌊 Water Portfolio: $10,000 → $27,674

A more selective, high-conviction approach that has delivered strong results across changing market conditions.

How the Water portfolios are built:

Water uses only the top-performing strategies from a ~100 model universe.

Unlike Sun, there is no averaging:
• Stocks either pass or fail each strategy
• Each pass earns a score
• Scores are added together

🌊 Water 1 → Highest-scoring stocks (strict threshold)
🌊 Water Portfolio → All stocks above the core threshold

Because of this structure, portfolio size varies each month depending on how many stocks qualify.

Current Water 1 Holdings:
$MU $FVI.TO $ISSC $BW $RLAY $REPX $DAN $TCMD $PARR $IDR $CCLD $TBPH $IMG.TO $ATRO $CIEN $ASRT $OLA.TO $CDE $KALU $LQDA $AUGO $GMED $STRL

Current Water Portfolio:
Water 1 +
$TASK $ADUS $COHR $BCRX $ELA $AGI.TO $SIS.TO $STN.TO $WGX.TO $OPY $ITRN $APM.TO $TLYS $VMD $ASMB $VSCO $CVGI $CRDO $HBM.TO

Changes This Period:

Water 1 Buys:
ATRO BW REPX DAN IDR TBPH ASRT https://t.co/CWyHHquU4v LQDA GMED

Water 1 Sells:
https://t.co/L0A9imoi4z https://t.co/KpRq0uJGBa https://t.co/pXsj0HsDcx INNV HCI MCFT RFIL STRT EZPW https://t.co/NG2bhsyudA
TER OOMA https://t.co/E42jHNnygX ADSK ETSY

Water Portfolio Buys:
BW REPX DAN IDR TBPH ASRT https://t.co/CWyHHquU4v LQDA GMED
COHR ELA https://t.co/21XHZ9sZOi OPY TLYS VMD ASMB CVGI

Water Portfolio Sells:
https://t.co/KpRq0uJGBa https://t.co/pXsj0HsDcx INNV HCI MCFT RFIL STRT EZPW https://t.co/NG2bhsyudA
TER OOMA https://t.co/E42jHNnygX ADSK ETSY CODA ONTO TTMI
EVER https://t.co/dePBWvTPae https://t.co/W9jmPS6XZr FIGS NEM ALTO

Positioning continues to emphasize high-scoring momentum names, with broad participation across sectors.

Full breakdowns in the visuals below.

[Data Element Stock Picks @ElementalStocks]

Sun Portfolio Update ☀️ (Apr 10, 2026)

Fresh picks are live for the next 30-day cycle.

Markets saw a strong rebound this period, with high-beta and momentum names leading. Small caps continued their resurgence vs large caps, while leadership broadened beyond mega-cap tech.

At the same time, software and cybersecurity remained under pressure, continuing their relative underperformance as capital rotated toward AI-adjacent winners and more speculative momentum trades.

Performance (Mar 13 → Apr 10):
☀️ Sun 1: +9.40%
☀️ Sun Portfolio: +3.96%

vs.
S&P 500: +2.59%
Russell 2000: +5.97%
TSX 60: +3.73%

Strong outperformance from Sun 1 this cycle.

Track Record (Since Dec 2022):

☀️ Sun 1: $10,000 → $34,837
☀️ Sun Portfolio: $10,000 → $26,148

Built across multiple market regimes — rate hikes, inflation shocks, and shifting leadership — using a fully systematic approach.

How the Sun portfolios are built:

☀️ Sun Portfolio (25 stocks)
Top 25 stocks ranked by weighted average score across ~100 quantitative strategies.

☀️ Sun 1 (13 stocks)
A concentrated subset of the top 13 ranked names.

Each stock is scored across a large library of proven strategies. Only the best-performing models are used, with higher weight given to those currently outperforming.

Current Sun 1 Holdings:
$MU $FVI.TO $NVDA $ADUS $IDR $TER $ISSC $REPX $META $SIS.TO $PARR $TCMD $GOOGL

Current Sun Portfolio (25):
Sun 1 +
$BW $CCLD $TXN $OGC.TO $TBPH $BCRX $AGI.TO $DAN $VEEV $RLAY $KALU $ELA

Changes This Period:

Sun 1 Buys:
ADUS TCMD https://t.co/fnSdxmReoI IDR REPX META

Sun 1 Sells:
https://t.co/KpRq0uJGBa https://t.co/hrk7AfTtvD https://t.co/pXsj0HsDcx ONTO https://t.co/dePBWvTPae CIEN

Sun Portfolio Buys:
IDR REPX META https://t.co/21XHZ9sZOi PARR GOOGL
BW TXN TBPH BCRX DAN VEEV RLAY KALU ELA

Sun Portfolio Sells:
https://t.co/KpRq0uJGBa https://t.co/hrk7AfTtvD https://t.co/pXsj0HsDcx ONTO https://t.co/dePBWvTPae CIEN
STRL https://t.co/E42jHNnygX ADSK INNV CDE OOMA https://t.co/Mame6QnnxM INFU HCI

Positioning continues to lean into momentum and high-beta exposure with a few mega caps in the fold.

Full breakdowns and charts in the visuals below.

[Data Element Stock Picks @ElementalStocks]

3/3
Detailed stock performance for both Water & Sun portfolios.

*Note that the darker shaded cells in both tables denote the Water 1 & Sun 1 portfolios, while the entire table represents the Water & Sun portfolios.

[Data Element Stock Picks @ElementalStocks]

1/3
📊 RESULTS: Mar 13 – Apr 10, 2026

Markets rebounded strongly this period, with sentiment improving following developments around a potential Iran ceasefire. Risk appetite returned and momentum factors reasserted themselves across equities with high beta names vastly outperforming.

Amid this backdrop, both core strategies delivered exceptional performance.

🌊 Water 1: +8.76%
🌊 Water Portfolio: +7.69%

☀️ Sun 1: +9.40%
☀️ Sun Portfolio: +3.96%

vs. Benchmarks:
#SP500: +2.59%
#Russell2000: +5.97%
#TSX60: +3.73%

More details below. Monthly portfolio updates will be shared later today. Follow for all quant strategy updates and see how these models continue to outperform the market with just one rebalance per month.

#QuantInvesting #FactorMomentum #PortfolioUpdate

[Data Element Stock Picks @ElementalStocks]

2/3
📊Detailed ~30 day performance data for the most recent trailing twelve ~30 day periods

[Data Element Stock Picks @ElementalStocks]

Water Portfolio Update 🌊 (Mar 13, 2026)

Fresh picks are live for the next 30-day cycle.

Markets faced a difficult environment this period following a sudden escalation in global conflict, which drove a spike in oil prices and increased volatility across equities.

Performance (Feb 13 → Mar 13):
🌊 Water 1: −4.76%
🌊 Water Portfolio: −5.61%

vs.
S&P 500: −2.85%
Russell 2000: −6.23%
TSX 60: −1.71%

How the Water portfolios are built:

Water uses only the very best-performing strategies from my ~100 model universe.

Instead of averaging scores like the Sun portfolio, stocks either pass or fail each strategy.
When a stock passes a strategy it earns a score, and these scores are added together.

Stocks that clear a benchmark threshold are included in the portfolios.

Water 1 → Highest-scoring stocks clearing the upper benchmark.
Water Portfolio → All stocks that pass the core benchmark.

Because stocks simply accumulate passing scores, the number of holdings changes each month depending on how many qualify.

Current Water Portfolio holdings:
$MU, $CG.TO, $IMG.TO, $AG.TO, $ISSC, $CDE, $INNV, $HCI, $MCFT, $RFIL, $AGI.TO, $STRT, $EZPW, $CLS.TO, $FVI.TO, $RLAY, $TER, $TCMD, $CIEN, $PARR, $OOMA, $KALU, $CCLD, $FNV.TO, $ADSK, $AUGO, $ETSY, $STRL,
$CODA, $ONTO, $CRDO, $ATRO, $TTMI, $ADUS, $TASK, $BCRX, $EVER, $WDO.TO, $NFI.TO, $WGX.TO, $APM.TO, $FIGS, $ITRN, $NEM, $ALTO, $VSCO, $STN.TO, $HBM.TO

Current portfolio picks plus Buys & Sells for this period are shown in the images below

[Data Element Stock Picks @ElementalStocks]

Sun Portfolio Update ☀️ (Mar 13, 2026)

Fresh picks are live for the next 30-day cycle!
Markets faced a difficult environment this period following a sudden escalation in global conflict, which drove a spike in oil prices and increased volatility across equities.

Performance (Feb 13 → Mar 13):
☀️ Sun 1: −2.39%
☀️ Sun Portfolio: −3.53%

vs.
S&P 500: −2.85%
Russell 2000: −6.23%
TSX 60: −1.71%

How the Sun portfolios are built:

☀️ Sun Portfolio → Top 25 stocks ranked by weighted average score across the best-performing quant strategies.

☀️ Sun 1 → A concentrated subset containing the top 13 ranked stocks from the Sun Portfolio.

Each stock is scored across a large library of proven quantitative strategies. Only the models showing the strongest recent performance are used, and the best-performing ones receive higher weight in the scoring process.

Current Sun Portfolio holdings:
$MU, $CG.TO, $TER, $IMG.TO, $FVI.TO, $AG.TO, $CCLD, $NVDA, $AGI.TO, $ONTO, $ISSC, $WDO.TO, $CIEN, $STRL, $ADUS, $FNV.TO, $OGC.TO, $ADSK, $INNV, $CDE, $OOMA, $TCMD, $AEM.TO, $INFU, $HCI

Current portfolio picks plus Buys & Sells for this period are shown in the images below.

[Data Element Stock Picks @ElementalStocks]

Detailed stock performance for both Water & Sun portfolios.

*Note that the darker shaded cells in both tables denote the Water 1 & Sun 1 portfolios, while the entire table represents the Water & Sun portfolios.

[Data Element Stock Picks @ElementalStocks]

1/3
📊 RESULTS: Feb 13 – Mar 13, 2026

This period was marked by a sudden escalation in global conflict, sending shockwaves through markets. Oil prices surged and risk sentiment deteriorated rapidly as investors reacted to the geopolitical uncertainty.

First and foremost, our thoughts are with everyone affected by the conflict. Events like this are a sobering reminder that real-world consequences matter far more than portfolio returns.

Against that difficult backdrop, equity markets broadly sold off — with small caps hit particularly hard.

🌊 Water 1: −4.76%
🌊 Water Portfolio: −5.61%

☀️ Sun 1: −2.39%
☀️ Sun Portfolio: −3.53%

vs. Benchmarks:
#SP500: −2.85%
#Russell2000: −6.23%
#TSX60: −1.71%

More details and portfolio updates to follow 👇

#QuantInvesting #FactorMomentum #PortfolioUpdate

[Data Element Stock Picks @ElementalStocks]

2/3
📊Detailed ~30 day performance data for the most recent trailing twelve ~30 day periods

[Data Element Stock Picks @ElementalStocks]

Water Portfolio Update 🌊 (Feb 13, 2026)

Fresh picks are live for the next 30-day cycle! 🔄📊
This period was defined by sharp volatility and violent rotations beneath the surface. Despite the “SAASpocalypse,” weakness across crypto, and a historic drawdown in precious metals, the Water strategies continued to adapt — leaning into the strongest surviving factor signals and delivering solid outperformance.

📈 Performance (Jan 9 → Feb 13):
🌊 Water 1: +5.14%
🌊 Water Portfolio: +3.88%
vs.
S&P 500: −1.78%
Russell 2000: +1.05%
TSX 60: +0.64%

Portfolio structure:
💧 Water 1 → Highest-conviction names clearing the upper benchmark
💧 Water Portfolio → Full universe of qualifying stocks across both tiers

📋 Current Water Portfolio holdings:
$MU, $CG.TO, $NGD.TO, $ISSC, $ASM.TO, $OLA.TO, $NATR, $AEM.TO, $CLS.TO, $AIR, $K.TO, $CDE, $EZPW, $TTMI, $AU, $ABX.TO, $INCY, $INNV, $CUBI, $ATRO, $AGI.TO, $AEIS, $MCFT, $CODA, $EXE.TO, $LUV, $FIVE, $RFIL, $DAN, $UVE, $ARIS.TO,
$SND, $CS.TO, $NUTX, $HCI, $CRDO, $ROKU, $COHR, $ELMD, $PLTR, $IMG.TO, $VLE.TO, https://t.co/Qc95FyhuAN, ONTO, GMED, https://t.co/pXsj0Hs5mZ, GFI, STRT, BCS, AMKR, PSIX

Current portfolio picks plus 🟢 Buys & 🔴 Sells for this period are shown in the images below.

#QuantInvesting #FactorMomentum #PortfolioUpdate #StockMarket

[Data Element Stock Picks @ElementalStocks]

Sun Portfolio Update ☀️ (Feb 13, 2026)

Fresh picks are live for the next 30-day cycle! 🔄📊
The Sun strategies continued to deliver excellent relative performance this period, showing strong resilience despite broad market pressure and sharp drawdowns across several crowded themes.

📈 Performance (Jan 9 → Feb 13):
☀️ Sun 1: +6.66%
☀️ Sun Portfolio: +5.66%
vs.
S&P 500: −1.78%
Russell 2000: +1.05%
TSX 60: +0.64%

Portfolio structure:
☀️ Sun 1 → Top 13 stocks by average rank across leading quant strategies
☀️ Sun Portfolio → Full ranked universe using the same scoring framework

📋 Current Sun Portfolio holdings:
$MU, $CG.TO, $ISSC, $NGD.TO, $EXE.TO, $CDE, $AGI.TO, $EZPW, $KLAC, $LUV, $ASM.TO, $AEM.TO, $ELMD, $CS.TO, $OLA.TO, $CLS.TO, $TTMI, $ROKU, $WDO.TO, $FIVE, $NVDA, $AEIS, $INCY, $AIR, $CRM

Current portfolio picks plus 🟢 Buys & 🔴 Sells for this period are shown in the images below.

#QuantInvesting #FactorMomentum #PortfolioUpdate #StockMarket

[Data Element Stock Picks @ElementalStocks]

2/2
📊Detailed ~30 day performance data for the most recent trailing twelve ~30 day periods

[Data Element Stock Picks @ElementalStocks]

1/2
📊 RESULTS: Jan 9 – Feb 13, 2026

It was another exceptional month for the models. Despite significant volatility — including the ongoing “SaaSpocalypse” and a historic drawdown across precious metals and crypto — both core strategies demonstrated impressive resilience and adaptability.

Factor leadership remained dynamic, yet the portfolios continued to capture upside while managing downside far better than the broader market.

🌊 Water 1: +5.14%
🌊 Water Portfolio: +3.88%

☀️ Sun 1: +6.66%
☀️ Sun Portfolio: +5.66%

vs. Benchmarks:
#SP500: −1.78%
#Russell2000: +1.05%
#TSX60: +0.64%

Strong absolute returns and decisive outperformance in a difficult tape — exactly the type of environment these factor-driven approaches are built for.

More details and portfolio updates to follow 👇

#QuantInvesting #FactorMomentum #PortfolioUpdate

[Data Element Stock Picks @ElementalStocks]

Water Portfolio Update 🌊 (Jan 9, 2026)

Fresh picks are live for the next 30-day cycle! 🔄📊
Factor leadership continued to evolve this period, with momentum remaining influential but more selective beneath the surface. The Water strategies again outperformed while leaning into the strongest-performing signals across the quant universe.

📈 Performance (Dec 12 → Jan 9):
🌊 Water 1: +3.16%
🌊 Water Portfolio: +4.74%
vs.
S&P 500: +1.81%
Russell 2000: +2.51%
TSX 60: +3.25%

Portfolio structure:
💧 Water 1 → Highest-conviction names clearing the upper benchmark
💧 Water Portfolio → Full universe of qualifying stocks across both tiers

📋 Current Water Portfolio holdings:
$MU, $CLS.TO, $NGD.TO, $CG.TO, $KALU, $ELA, $RIGL, $CIEN, $ISSC, $ASM.TO, $EQX.TO, $NUTX, $ENVA, $AIR, $GSL, $NRIM, $HCI, $PGY, $PAAS.TO, $PRIM, $THG, $COMM, $OGC.TO, $AMD, $NATR, $CPH.TO, $MG.TO, $TSM, $LRN, $DAVE, $ALTO, $K.TO, $APH, $CRMD, $WLDN, $SND, $CS.TO, $ELVA.TO, $APM.TO, $AEM.TO, $SHLE.TO, $APP, $HUT.TO, $OLA.TO, $CRDO

Current portfolio picks plus 🟢 Buys & 🔴 Sells for this period are shown in the images below.

#QuantInvesting #FactorMomentum #PortfolioUpdate #StockMarket