Latest data compilation and notes.
US Equity Strategy (USES) Moose is an ETF-based equity-only momentum model. It compares two diversified buy-and-hold portfolios, aggressive (AOA) and moderate (AOM) and cash (SG) with seven of the most popular "smart beta" US equity strategies. They include Growth (IUSG), Value (IUSV), Momentum (MTUM), Equal Weight (RSP), High Dividend (VYM), Low Volatility (SPLV), and Fundamentals. Lately, performance has been solid versus benchmark (SPY). The USES model and its daily signal are provided by a private entity as a guideline only for free. Free advice is worth what you pay for it.
The model framework selects the asset with the best momentum, technicals, and recent price action in which to invest 100% of the portfolio. Momentum is ranked according to Confidence Index, Technical Strength, and Fed Monetary policy. The Donchian 20-day system is used to set stops. In addition, RSI and PMO are used to filter switch signals.
Performance data tells us what is and isn't working over various time frames. Sticking with what works is the basis of momentum investing.
THIS WEEK was the first MIXED-Risk week after two risk-ON. Foreign Stocks MIXED, US Stocks DOWN US Bonds UP Gold UP.
USES Moose continues to HOLD #1 US Growth Strategy (IUSG) via buy-stop since 12/5/25.
USES MOOSE YTD +1%
SPY (Equity Benchmark) -1%
The USES model continues to outperform the S&P in 2026, but US large cap equities in general are lagging relative to Emerging markets (EEM), US small caps (IWM) and precious metals. SPY's technical strength, PMO, and quarterly performance are bullish and positive, but deteriorating. In short, for the moment there are better places to put your money than US stocks.
One of the reasons for this site is to maintain a record of the comparative performance of market timing versus buy and hold investment strategies.. Transaction listings since the models switched from weekly to daily are recorded below.
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