Gemini Strategy

A 7-factor momentum scoring system that identifies the strongest stocks for systematic portfolio construction.

What This Page Covers

This page explains the Gemini momentum strategy framework. You'll learn about the 85-stock universe we trade from, our proprietary 7-factor momentum scoring system, how the QQQ market filter protects capital during downtrends, and how we construct and rebalance the portfolio daily.

1

Strategy Overview

Core Concept

The Gemini strategy is a systematic, rules-based approach that identifies stocks with the strongest momentum characteristics using a proprietary multi-factor scoring algorithm. The strategy operates on the empirical observation that stocks exhibiting strong momentum tend to continue outperforming in the near term.

Ranks all stocks daily using a multi-factor momentum algorithm
Holds top-ranked stocks in proportional allocation
Rebalances daily with T+1 execution
Applies market trend filter to avoid buying in downtrends

Current Configuration

Stock UniverseCurated Growth Stocks
Portfolio SizeConcentrated
Minimum ScoreProprietary Threshold
Market FilterQQQ Trend Filter
RebalancingDaily at open
Pre-filterTrend Confirmation
2

Multi-Factor Momentum Scoring

Proprietary Scoring Algorithm

Each stock receives a composite momentum score from 0 to 100, calculated using multiple proprietary factors. These factors are weighted based on extensive optimization to maximize risk-adjusted returns.

What We Measure

  • Price action and trend characteristics
  • Multi-timeframe momentum signals
  • Volume and buying pressure patterns
  • Relative performance vs benchmarks
  • Risk-adjusted quality metrics

How Scores Are Used

  • Stocks must exceed minimum score threshold
  • Higher scores receive larger allocations
  • Daily re-ranking ensures freshness
  • Score changes trigger rebalancing
3

Market Regime Filter

QQQ Trend Filter

The strategy uses QQQ (Nasdaq 100 ETF) as a market regime indicator. We check whether QQQ is in an uptrend or downtrend using a proprietary trend-following method.

This filter helps avoid deploying capital during market corrections. When the market is falling, it's often better to preserve cash than to buy stocks that may continue declining with the broader market.

How It Works

QQQ in Uptrend
Normal operation. New positions can be opened, rebalancing proceeds normally, and the portfolio stays fully invested in the top-ranked stocks.
QQQ in Downtrend
Defensive mode. Existing positions are held, but no new stocks are purchased. When positions are sold, proceeds are kept in cash rather than redeployed.
4

Trade Execution

T+1 Execution Model

All trading signals are generated at market close (Day T) and executed at the next day's open (Day T+1). This ensures realistic backtesting without look-ahead bias.

1

End of Day T: Generate Signals

After market close, calculate 7-factor momentum scores for all stocks. Rank qualifying stocks and determine which positions to open, increase, decrease, or close.

2

Day T+1 Open: Execute Trades

At market open, execute the signals from the previous day. Sells are executed first to free up capital, then buys are made with proportional allocation based on scores.

Proportional Allocation

Unlike equal-weight strategies, Gemini uses proportional allocation based on momentum scores. Stocks with higher scores receive larger allocations, creating a conviction-weighted portfolio.

Example: If Stock A has a score of 90 and Stock B has a score of 70, Stock A will receive approximately 56% more allocation (90/70 = 1.29) than Stock B.

Important Disclaimer

All performance figures are based on historical backtesting and are hypothetical. Past performance does not guarantee future results. The backtest assumes perfect execution at open prices with no slippage. Real-world trading will differ. This is educational content, not investment advice.