Frequently Asked Questions

What exactly do I get with a subscription?

You get access to the Current Holdings page for all 4 portfolios — the exact stocks held right now, entry prices, number of shares per slot, current value, and the next rebalance date. Performance charts, annual returns, and full rebalance history are free for everyone with no subscription required.

How much does a subscription cost?

$29/month, billed monthly. All 4 portfolios are included. Cancel anytime from your Whop account.

Is there a free trial?

The Performance and History pages for all portfolios are permanently free — no subscription required. You can review 10 years of backtest data, annual returns, and the full rebalance history before deciding to subscribe.

How do I sign in after subscribing?

Click "Already a subscriber? Sign in" on the homepage or any holdings page. You will be directed to Whop to verify your access.

When does rebalancing happen?

Relative Momentum portfolios rebalance monthly — on the first Monday of each calendar month. Absolute Momentum portfolios rebalance weekly — every Monday.

How do I know when a rebalance is due?

The Current Holdings page shows the next rebalance date for each portfolio. The History of Holdings page shows every past rebalance with full entry and exit details.

What do I actually do at rebalance time?

Log in on the rebalance date. Check the Current Holdings page. Compare the new holdings list to what you held previously — exits are stocks to sell, entries are stocks to buy. Unchanged positions are held as-is. The Holdings page clearly marks new entries so the changes are easy to identify at a glance.

How are new position sizes determined? How is the proceeds pool distributed?

When stocks are sold at rebalance, all proceeds are pooled together. That pool is then divided equally among all new entries — each new stock receives an identical cash allocation. Unchanged positions are never touched and retain their full accumulated value.

You may choose to weight positions differently in your own account based on your personal preferences — that is entirely your decision. However, the published portfolio performance is always calculated using equal weighting for new entries. If you deviate from equal weighting, your actual returns will differ from the published figures.

Do I have to execute trades at exactly the opening price on Monday?

No. The portfolio model uses the OHLC average price — (Open + High + Low + Close) ÷ 4 — as the model entry and exit price. Executing at any point during Monday's regular trading session is a reasonable approximation of this. Avoid after-hours or pre-market execution.

What if Monday is a market holiday?

The strategy accounts for NYSE holidays automatically — rebalance dates always fall on trading days. If the first Monday of the month is a market holiday, the rebalance moves to the next available trading day.

What is momentum investing?

Momentum investing selects stocks that have been rising strongly and avoids those that have been falling. Academic research since the 1990s consistently shows that stocks with strong recent returns tend to continue outperforming over the following months. Index-Edge applies a systematic multi-timeframe momentum funnel to rank and select stocks from a defined universe.

What is the difference between Relative and Absolute Momentum?

Relative Momentum always stays fully invested — it ranks stocks against each other and holds the top performers regardless of market conditions. Absolute Momentum adds a market regime filter — if the overall market trend is negative, the portfolio moves entirely to cash. This reduces drawdowns significantly but may lag during sharp market recoveries.

Why do portfolios hold only 10 stocks? Is that not too concentrated?

Concentration is intentional. Momentum strategies lose effectiveness as the number of holdings increases — holding more positions dilutes the signal by including weaker momentum names alongside the strongest. 10 slots captures the highest-momentum stocks while keeping the portfolio manageable. This does mean higher volatility than a broad index — see our Known Limitations for a full discussion.

How often do holdings typically change at each rebalance?

For Relative Momentum, typically 2–5 stocks change each month. For Absolute Momentum, turnover can be higher — the weekly cadence means small changes are common, and the portfolio may move entirely to cash and back during adverse market periods.

How much money do I need to follow a portfolio?

Index-Edge publishes model portfolios for tracking and research purposes. There is no minimum or recommended investment amount. Subscribers use the holdings data to inform their own investment decisions based on their individual financial situation. Always consult a qualified financial professional before investing.

Are the performance results real or simulated?

All results are model results from a systematic backtest — they do not represent actual trading in a live account. Performance figures do not include transaction costs, commissions, taxes, or bid-ask spreads. Actual results in a subscriber's account would differ. See our full Financial Disclaimer.

Are dividends included in performance?

No. All performance figures are price-return only — dividends are not captured in the model. Actual returns in a subscriber's own account may differ due to dividends received on held positions.

How often is performance data updated?

Portfolio NAV and performance metrics are updated daily on each NYSE trading day, typically by the following morning. Holdings data is updated at each rebalance.

What does CAGR mean?

CAGR stands for Compound Annual Growth Rate — the annualised rate at which a portfolio grew from its start value to its end value, assuming all growth was compounded. It is the standard measure for comparing long-term investment performance across different time periods.

What does Maximum Drawdown mean?

Maximum Drawdown is the largest peak-to-trough decline in portfolio value during the backtest period, expressed as a percentage. It measures the worst loss a subscriber would have experienced if they bought at the highest point and held through the subsequent decline. Lower maximum drawdown means less risk of severe loss.

How do I cancel?

Log in to your Whop account at whop.com, go to your subscriptions, and cancel. Your access continues until the end of the current billing period. No partial refunds are issued.

Can I share my subscription with someone else?

No. Subscriptions are personal and non-transferable per the Terms of Use. Sharing account credentials or holdings data is a breach of terms and may result in immediate termination of access.

How is payment handled?

All payments are processed by Whop.com. Index-Edge never sees or stores your payment details.

Who operates Index-Edge?

Index-Edge.com is owned and operated by Compound Research LLC, a US-based research company.

I have a question not answered here — how do I contact you?

Email us at contact@index-edge.com and we will respond within 1–2 business days.