A momentum portfolio for long-horizon investors.
Three funds, three levels, one discipline.
Global Growth Max is built for investors with 15 or more years until retirement whose biggest asset is time. Instead of guessing which companies will win, it systematically owns what is already winning at three levels of the global market. Every holding has one job. No overlap, no duplication, no guesswork.
The engine. The 100 strongest large-cap stocks in America.
Top 5: Micron, NVIDIA, Broadcom, Lam Research, AMD
The next generation. About 80 mid-sized leaders on the rise.
Top 5: Curtiss-Wright, TechnipFMC, Fabrinet, ATI, TTM Technologies
The rest of the world. Developed-market winners beyond the US.
Top 5: HSBC, Toronto-Dominion, Santander, Siemens Energy, BBVA
Together, these three funds hold 380+ individual stocks across U.S. large caps, U.S. mid caps, and developed markets worldwide, with zero overlap between funds. Each stock is owned once, on purpose.
Twice a year, in March and September, each index re-scores its full universe on the past twelve months of performance, adjusted for volatility.
The portfolio rebuilds around the current leaders. Fading names rotate out, new leaders rotate in.
No forecasts, no manager opinions, no exceptions. The same rules run in every market, every cycle.
Trailing 12-month portfolio yield: 1.40% (July 2026). Global Growth Max is a growth strategy, not an income strategy.
| Calendar year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Global Growth Max | 4.2% | 30.5% | -3.1% | 28.5% | 26.9% | 19.1% | -12.3% | 18.9% | 35.6% | 27.1% |
| S&P 500 (VOO) | 12.2% | 21.8% | -4.5% | 31.4% | 18.3% | 28.8% | -18.2% | 26.3% | 25.0% | 17.8% |
Fair question. An S&P 500 index fund is a great investment, and it is the benchmark we hold ourselves to. Global Growth Max is built differently in three specific ways.
An S&P 500 fund holds all 500 companies, the rising and the fading alike, weighted by size rather than strength. Global Growth Max holds only the stocks currently earning their place, and re-checks that twice a year.
The S&P 500 is US large caps only. Global Growth Max adds US mid caps and developed markets worldwide, so the plan never depends on one country or one class of company staying on top for 30 years.
When market leadership changes, an index fund holds what it holds. Global Growth Max systematically rotates toward whatever is leading now, whether that is technology, industrials, or markets overseas.
Over the ten years shown above, Global Growth Max outpaced the S&P 500 in six of ten calendar years, with a shallower worst year, and turned $10,000 into $45,983 versus $39,718 for the S&P 500. Hypothetical, historical, and no guarantee of the next ten.
The honest trade-offs: an S&P 500 fund costs less (about 0.03% vs 0.21%), is more tax-efficient in a taxable account, and will win in some years, especially when market leadership reverses quickly. We think the design advantages are worth those costs for long-horizon investors. That is a judgment, and we are happy to walk through it with you.
Global Growth Max is the accumulation engine. As retirement approaches, we design the transition into the Global Core portfolios and your broader retirement plan.
Schedule a conversationImportant information. Performance shown is hypothetical and does not represent any actual account. It assumes a 50/25/25 allocation to SPMO, XMMO, and IDMO, rebalanced each January 1, using calendar-year total returns with dividends reinvested (source: Yahoo Finance, retrieved July 2026). Hypothetical results are calculated with the benefit of hindsight, do not reflect the deduction of advisory fees, and do not reflect trading costs or taxes; returns would be lower after fees. Momentum funds trade frequently and may generate non-qualified dividend income; this strategy is generally best suited to tax-advantaged accounts. Statistics are computed from calendar-year data; measured on daily data, declines within the period were substantially deeper than the annual figures shown (the largest peak-to-trough decline for SPMO during this period was approximately 31%). Diversification does not ensure a profit or protect against loss. Indexes are unmanaged and cannot be invested in directly. Past performance, actual or hypothetical, does not guarantee future results. Investing involves risk, including possible loss of principal. Portfolio yield is the weighted trailing 12-month distribution yield of the underlying holdings as of the date noted; current yield will fluctuate with market prices and underlying distributions. Fund data, expense ratios, and top holdings as of July 2026; holdings change at each rebalance and are shown for illustration only, not as recommendations. Consider each fund's objectives, risks, and expenses carefully before investing; see each prospectus for details.