Rules-based stock portfolios built from the S&P 500's strongest names.
Starting Index turns broad-market momentum into published monthly model profiles, with a Live Platform Record, benchmark comparison, and an audit trail you can inspect.
The return shown here is the Live Platform Record since February 2026. It follows the actual production path, not a fixed Core, Balanced, or Growth profile.The current profile family's annualized backtest CAGR range is 23%-28%. Review the evidence.
Starting Index ranks individual S&P 500 stocks using a rules-based momentum process. It publishes three monthly model portfolios: Core, Balanced, and Growth. Current holdings and target weights are for subscribers. Public pages expose the live performance record, SPY comparisons, backtest evidence, validation research, and publication audit trail. Public and subscriber data are also available through documented APIs.
Starting Index publishes model research, performance records, allocations, reports, and related tools. It does not provide services as a registered investment adviser, broker-dealer, custodian, or trade execution provider, and it does not make individualized recommendations based on a subscriber's full financial situation.
Informational product page. Current holdings and rebalance instructions are subscriber-only. Past performance does not guarantee future results.