Value & Momentum Model

Value & Momentum Model

by Windmill Capital

Positive momentum stocks available at a discount to their peers


At a Glance

Stocks
15
Rebalance Frequency
Quarterly
Last Rebalance
Dec 3, 2025
Next Rebalance
Mar 3, 2026
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Holdings Distribution

Largecap

46.67%

Midcap

26.67%

Smallcap

26.67%
Compare fundamental ratios of Value & Momentum Model vs. Equity Multi Cap.