TA Capital Research

Independent investment research firm supporting professional allocation decisions . Outperformance begins here.

[Trent Carroll | TA Capital Research @Trent_TACap]

Q1 2026 Performance Update

The first quarter is in the books, and our models are delivering strong results:

TA Alpha: +29.57%
TA Sector: +4.29%
TA Global: +4.19%

All model activity is communicated to clients in real time.

https://t.co/TUWlQ5BNWw

[Trent Carroll | TA Capital Research @Trent_TACap]

How are you controlling risk in real time?

Clients get 24/7 access to our TA QuickScan Portal — a core tool for tracking market outlook, relative strength, and key levels across indices, sectors, styles, and S&P 100.

A daily tool for staying aligned with leadership and risk.

[Trent Carroll | TA Capital Research @Trent_TACap]

What if you could search a ticker and instantly see:

- Which sectors are leading the market
- Whether that ticker is outperforming its sector
- Our current outlook and analysis
- A direct view of the TA Capital Research chart

All in one place.

https://t.co/TUWlQ5BNWw

[Trent Carroll | TA Capital Research @Trent_TACap]

Strong start to 2026 for TA Capital Research models:

TA Alpha: +18.58%
TA Sector: +4.43%
TA Global: +2.52%

S&P 500: -1.54%

Our focus isn’t just returns — it’s risk discipline. Across the models we’re seeing ~70% win rates with controlled drawdowns.

https://t.co/TUWlQ5BNWw

[Trent Carroll | TA Capital Research @Trent_TACap]

Our models are built to follow where the market is moving, rotate as conditions change, and keep risk under control while still chasing returns.

Each model has its own job, but they all work off the same playbook: stay aligned with market leadership.

https://t.co/TUWlQ5ClM4

[Trent Carroll | TA Capital Research @Trent_TACap]

High returns only matter if risk is managed. Our models shows controlled risk, strong profit factors, and limited drawdowns.

All model activity is communicated to clients in real time. Interested in seeing these models firsthand?

Start your free trial.

https://t.co/YOfOLBYkrR

[Trent Carroll | TA Capital Research @Trent_TACap]

The S&P 500 is slightly negative on the year.

Our models, driven by our technical research and rotational framework, are not.

• TA Alpha: +15.18% (+15.32% vs SPX)
• TA Global: +5.24% (+5.38% vs SPX)
• TA Sector: +4.99% (+5.13% vs SPX)

https://t.co/TUWlQ5BNWw

[Trent Carroll | TA Capital Research @Trent_TACap]

Early-year performance snapshot across TA Capital Research portfolios:

• S&P 500: +1.27%
• TA Alpha: +11.24% (+9.97% vs S&P)
• TA Global: +4.47% (+3.20% vs S&P)
• TA Sector: +3.35% (+2.08% vs S&P)

https://t.co/TUWlQ5BNWw

[Trent Carroll | TA Capital Research @Trent_TACap]

1 month into 2026, and here is how our portfolios look.

TA Alpha is off to a strong start with a +12.61% return, and all portfolios are outperforming the S&P 500.

Our portfolios are an extension of our research.

Start your free trial at https://t.co/XhkhlUtbuW

[TA Capital Research @TACapResearch]

TA Alpha just completed its first full year since inception.

TA Alpha: +41.72%
S&P 500: +19.1%

More than double the S&P 500 — a reminder of the potential benefit of active investment management when executed with discipline and a repeatable process.

https://t.co/cjtt7Z3IPZ

[TA Capital Research @TACapResearch]

We’ve officially wrapped the first year of TA Portfolios.

TA Alpha closed 2025 up +32.5%, compared to +16.39% for the S&P 500, effectively doubling the index.

Start your 2026 off with 30% off all of our annual plans!

https://t.co/vJYjZonT0B

[TA Capital Research @TACapResearch]

Markets don’t reward guesses — they reward preparation.

Take 30% off all annual plans with our final discount of 2025, and make confident allocation decisions in 2026 — backed by institutional-grade market prep, sector rotation, and real-time alerts.

https://t.co/vJYjZonT0B

[TA Capital Research @TACapResearch]

TA Capital Research clients,

Our TA Breadth & Sentiment Report for December has been published.

We are seeing strong breadth improvement, with 4 sectors leading the way with positive breadth on all timeframes.

Login to view.

https://t.co/cjtt7Z3IPZ

[TA Capital Research @TACapResearch]

TA Capital Research Clients,

Our newest TA Sector Rotation Report has been published.

Please log in to view our analysis on each sector, as well as our updated sector outlooks.

https://t.co/cjtt7Z4gFx

[TA Capital Research @TACapResearch]

Black Friday: 30% off your first year at TA Capital Research

Join today and receive access to:

• Daily market research
• Weekly/Monthly research reports
• Outperforming portfolios
• Automated alerts
• Bespoke research
• And more

Join today https://t.co/vJYjZonT0B

[TA Capital Research @TACapResearch]

With SPX down ~5% in recent weeks, and leadership is shifting fast.

Next week we’re releasing our TA Industry Scope Report — a sector-by-sector look at industry leaders and laggards to help clients spot where strength is emerging.

Start your free trial https://t.co/vJYjZonT0B

[TA Capital Research @TACapResearch]

Veterans Day 🇺🇸

Today we honor the men and women who have served our country.
Your courage, discipline, and commitment inspire us every day.

From the TA Capital Research team, thank you for your service.

[TA Capital Research @TACapResearch]

TA Capital Research clients,

Our TA Breadth & Sentiment Report for November has been published — please login to view.

https://t.co/cjtt7Z3IPZ

[TA Capital Research @TACapResearch]

Our newest TA Sector Rotation Report is live

With the market making new ATHs, are there any signs of rotation? Where is sector leadership right now, and where is leadership emerging?

Start your free trial for access to our research, portfolios, and more: https://t.co/vJYjZonT0B

[TA Capital Research @TACapResearch]

New TA Focus — analysis on Biotechnology.

Biotechnology is up 60% off of the April lows, and emerging higher vs the overall Heath Care sector.

View our analysis here: https://t.co/0D4SJ0tnp7