EXCAVO Stocks
Data-driven US stock portfolio with full lifecycle management — entry, rebalance, exit — delivered directly to your Telegram
+27.7%
Per Year
Average annual return
+253.1%
Total Return
5-year window
5-Year
Track Record
Net of fees & slippage
How It Works
The strategy ranks all S&P 500 stocks by momentum — the price return from 10 months ago to 1 month ago (9-1 momentum). The portfolio of 26 stocks is built from three staggered tranches of 15 names each. Each tranche is held for a quarter, but the tranches are offset by one month — so every month one third of the book is refreshed. No other factors are used: no value, no quality — momentum only.
Because the tranches overlap, strong names appear in two or three of them, which is why individual weights range from 2.22% to 6.67%. This staggered rotation removes the dependency on any single rebalance date — the portfolio smoothly adapts to changing market conditions every month. A 40% sector cap prevents overconcentration.
All results are shown net of estimated transaction costs and slippage over a 5-year window. Drawdowns and losing years are displayed — 2022 was negative. Every position change is timestamped and verifiable.
Yearly Returns vs S&P 500
26 S&P 500 names, 2.22–6.67% each, a third of the book refreshed every month.
2022: The Year That Matters
EXCAVO Strategy
-5.33%
S&P 500 Index
-13.62%
In the worst bear market since 2008, momentum rotation cut losses by more than half. While buy-and-hold investors sat through a −13.62% drawdown, the strategy limited the damage to −5.33% — a difference of 8.29 percentage points in a single year.
How it works
Monthly update
Once a month you receive a rebalance list in Telegram — which stocks to buy, sell, or reduce
Execute the list
One third of the book is refreshed: some positions close entirely, some decrease, new entries are added
Two thirds stay
The remaining two thirds of the portfolio are untouched — only the refreshed tranche changes each month
Track performance
Full P&L breakdown with every update: what changed, what stayed, portfolio vs benchmark
Methodology & Track Record
All returns are calculated net of estimated transaction costs and slippage over a 5-year window (2021–2026), including drawdowns and losing years — 2022 (-5.33%) is shown honestly.
Benchmark comparison uses the S&P 500 total return index. Both curves start at 100 for direct comparison. Maximum drawdown (-19.1%) and longest underwater period (15 mo) are measured on the equity curve.
Monthly rebalance reports are delivered via Telegram through @ExcavoPulseBot — the same bot that handles EXCAVO PRO and Pulse. You receive a list of what to buy and sell. You act at your own discretion and risk.
Get Stocks
Full stock portfolio strategy with monthly rebalance reports — delivered to Telegram.
6 Months
~$49.83 / month
Monthly rebalance lists, full P&L breakdown, portfolio vs benchmark
SubscribeAnnual
~$41.58 / month — save 17%
Monthly rebalance lists, full P&L breakdown, portfolio vs benchmark
Subscribe — Best ValueImportant: Past performance does not guarantee future results. EXCAVO Stocks provides strategy setups — not financial advice. All returns are based on historical testing with estimated fees and slippage applied. You trade at your own risk and discretion. Markets can and do lose value, including extended periods of negative returns. Never invest more than you can afford to lose. See our full disclaimer for details.