6 assetsLow risk1d

Aerospace Momentum Hunter

Picks strong aerospace stocks and rides their momentum upward, then steps aside when strength fades.

By Amaltash Advisors LLCAutomated, rules-basedVersion 3

Investment thesis

This strategy focuses exclusively on a handpicked basket of aerospace and defense stocks — the kind of companies that build jet engines, fighter jets, and mission-critical systems. It only buys when a stock has been climbing strongly over the past year, betting that winners tend to keep winning. If that long-term strength fades, the strategy steps aside and waits. It's long-only, meaning it profits when stocks rise and simply stays out of the market when they don't. Think of it as a patient spotter: it ignores short-term noise and only shows up when the big-picture trend is clearly pointing upward. Imagine aerospace stocks have been rallying for months on the back of rising defense budgets and strong commercial aviation demand. This strategy would already be positioned in the strongest names in the sector, riding that wave — and it would quietly exit if that momentum starts to reverse, helping to protect gains before a deeper pullback sets in. Some positions include built-in profit targets and downside guards, so the strategy doesn't overstay its welcome on any single trade. Overall, the approach is selective and disciplined: it would rather miss a trade than take a bad one.

How it works

  1. Focuses only on six major aerospace and defense companies

  2. Buys when yearly performance is positive and climbing

  3. Exits positions when long-term strength weakens

  4. Avoids trading when the sector isn't trending upward

Works best when

  • When aerospace stocks have been rising steadily for months
  • During periods of strong defense spending or commercial aviation demand
  • When the overall sector momentum is clearly positive
  • When you have patience to wait for the right entry signals

Watch out for

  • When the aerospace sector suddenly crashes or reverses
  • During market-wide panics where everything sells off together
  • When momentum shifts quickly and the strategy exits too late
  • When these six stocks trade sideways without clear direction for long periods

Performance

Backtested

Sign in to see performance

Hypothetical backtest results, risk numbers and stress-test outcomes are shown only to signed-in investors, after the advisory fee and alongside the S&P 500. Backtested results are not returns any account earned.

Track record

Strategy created
Jun 22, 2026
Current version
Version 3
since Jun 22, 2026
Live track record
Not yet
no combined account history

Portfolio

6 holdings · target weights for version 3, as of Jun 22, 2026. Actual positions vary with signals.

Misc industrial & commercial machinery & equipment24%Rolling drawing & extruding of nonferrous metals22%Aircraft engines & engine parts21%Aircraft parts & auxiliary equipment, nec21%Ship & boat building & repairing7%Search, detection, navigation, guidance, aeronautical sys5%
HoldingSectorTarget weightMarket cap
CW
Curtiss-Wright Corp.
Misc industrial & commercial machinery & equipment
24%
$17.64B
HWM
Howmet Aerospace Inc.
Rolling drawing & extruding of nonferrous metals
22%
$77.84B
HEI
HEICO Corporation
Aircraft engines & engine parts
21%
$43.44B
TDG
TransDigm Group Incorporated
Aircraft parts & auxiliary equipment, nec
21%
$62.82B
GD
General Dynamics Corporation
Ship & boat building & repairing
7%
$95.87B
LHX
L3Harris Technologies, Inc.
Search, detection, navigation, guidance, aeronautical sys
5%
$48.53B

Risk & rules

The automated rules that limit losses.

Portfolio guardrail
In one trading day · stops new trades
Daily loss 3% → Pause until the next day
Per-position rules
Varies by holding · closes one position
Stop loss 6% to 10%Take profit 15% to 60%Leverage None

Stops trigger on the next available price. A price gap, overnight or in a fast market, can fill well below the 6% level.

Stress tests

Ten difficult markets, chosen in advance. Eight replay real trading days; two are modelled stand-ins.

MarketMethodResult
The Bull Run of 2016–17ModelledSign in to view
The 2020 ReboundReplaySign in to view
The 2022 SlumpReplaySign in to view
The COVID CrashReplaySign in to view
The Christmas 2018 ScareReplaySign in to view
The Year That Went NowhereModelledSign in to view
The Wild Swings of Late 2022ReplaySign in to view
The Quiet YearReplaySign in to view
The Magnificent Seven YearReplaySign in to view
When Tech Handed Over to OilReplaySign in to view

Fees

Licensing fee
None
Advisory fee
Up to 1.00% a year
On deployed capital, billed on your balance
Advisory fee on $10,000 at the maximum rate
1 year
$100
3 years
$300
5 years
$500

Assumes the balance stays at $10,000. Spreads and regulatory fees may also apply.

Important information

Risk Disclosure: Trading in financial instruments involves substantial risk, including the possible loss of your entire investment, and may not be suitable for all investors. Prices can be affected by external factors such as financial, regulatory, or political events. Trading on margin or with leverage increases potential losses. Past performance is not indicative of future results.

Not Financial Advice: The information provided on this platform is for informational purposes only and does not constitute investment, financial, or trading advice. We do not recommend any particular trading strategy or instrument. Please conduct your own research and consult with a qualified financial advisor before making investment decisions.

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