6 assetsLow risk1d
Aerospace Momentum Hunter
Picks strong aerospace stocks and rides their momentum upward, then steps aside when strength fades.
Investment thesis
How it works
Focuses only on six major aerospace and defense companies
Buys when yearly performance is positive and climbing
Exits positions when long-term strength weakens
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
BacktestedSign 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.
| Holding | Sector | Target weight | Market 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.
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.
| Market | Method | Result |
|---|---|---|
| The Bull Run of 2016–17 | Modelled | Sign in to view |
| The 2020 Rebound | Replay | Sign in to view |
| The 2022 Slump | Replay | Sign in to view |
| The COVID Crash | Replay | Sign in to view |
| The Christmas 2018 Scare | Replay | Sign in to view |
| The Year That Went Nowhere | Modelled | Sign in to view |
| The Wild Swings of Late 2022 | Replay | Sign in to view |
| The Quiet Year | Replay | Sign in to view |
| The Magnificent Seven Year | Replay | Sign in to view |
| When Tech Handed Over to Oil | Replay | Sign in to view |
Fees
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.