Why PeakSync Terminal?
Hedge fund–grade quant research packaged for real investors and advisors.
Simple execution: equal‑weight, liquidity‑screened, sector‑capped.
Regime‑aware options: risk‑on vs risk‑off construction where it matters.
Operational discipline: first trading day updates + 3‑day execution window.
No black‑box fluff: we publish the portfolios and change logs—keep your autonomy.
Our Signal Engines
Momentum (MOM)
Mean‑Value (MV)
Value‑Momentum (VM)
Carry‑Momentum (CM)
Carry‑Value (CV)
Quality (QLT)
The 10 Portfolios (monthly updates)
Each portfolio publishes a constituents CSV, weights CSV, changes CSV, and a one‑pager with factor notes and top 10 holdings. Equal‑weight for clean sizing.
1. R2K Regime‑Aware Core (RAC) 50–100
Universe: Russell 2000 Top‑1000
Risk‑On: 2‑of‑3 consensus (Momentum, Mean‑Value, Value‑Momentum) at 100 holdings
Risk‑Off: VM ∩ MV (consensus) with a Quality overlay at 50 holdings
Use it for: small‑cap core with adaptive risk management.
2. R2K Value‑Momentum 100
Universe: R2K Top‑1000 • Engine: VM • Holdings: 100
Use it for: straightforward small‑cap factor exposure that sells itself.
3. R2K Momentum 100
Universe: R2K Top‑1000 • Engine: Momentum • Holdings: 100
Use it for: pure trend following across small caps.
4. MidCap Consensus 50–100
Universe: S&P 400
Risk‑On: 2‑of‑3 consensus at 100
Risk‑Off: VM + Quality overlay at 50
Use it for: smoother ride vs. small caps without losing factor bite.
5. Small+Mid Blend (Regime‑Aware) 50–100
Universe: 50% R2K Top‑1000 + 50% S&P 400 (screened separately)
Risk‑On: 100 (50+50) • Risk‑Off: 50 (25+25)
Use it for: one‑ticket diversified core that avoids S&P 500 crowding.
6. S&P 500 Value‑Momentum 100
Universe: S&P 500 • Engine: VM • Holdings: 100
Use it for: large‑cap factor sleeve—advisor‑friendly and scalable.
7. S&P 500 Quality 25 (Defensive)
Universe: S&P 500 • Engine: Quality • Holdings: 25
Use it for: defensive anchor or risk‑off target in large caps.
8. Carry‑Momentum Booster 50
Universe: R2K Top‑1000 • Engine: Carry + Momentum • Holdings: 50
Use it for: trend exposure tempered by cash‑return discipline.
9. Conservative Carry‑Value 50 (Large/Mid)
Universe: S&P 500 + S&P 400
Engine: Carry‑Value with Quality + volatility guard • Holdings: 50
Use it for: income/quality story with tighter drawdown control.
10. High‑Conviction Cross‑Signal 25
Universe: R2K Top‑1000
Engine: intersection of Momentum ∩ Value‑Momentum ∩ Quality • Holdings: 25
Use it for: concentrated “top picks” for satellite allocation.
What can you get each month?
CSV files: constituents, weights, and adds/drops/size deltas.
One‑pager PDF per portfolio: top 10, sector map, turnover, quick thesis.
Regime flag: Risk‑On / Risk‑Off status + suggested positioning shifts.
Release cadence: first trading day pre‑open; 3‑day execution window.
How It's Built (short)
Liquidity screens: price ≥ $5 ($10 conservative), ADV thresholds, float mcap floors.
Equal‑weighting for clarity (1% at 100 names, 2% at 50 names, 4% at 25 names).
Sector caps (default 25% or benchmark +10pp) and turnover guards to limit churn.
Regime‑aware portfolios flip monthly only after persistence checks; first month phase‑in blend.
Who It's For
Advisors who want systematic, explainable model portfolios.
Serious retail who prefer discipline over guesswork.
Allocators testing small‑cap factor sleeves alongside core beta.
Our Services
Discover our tailored investment strategies designed to maximize returns and minimize risks for your financial goals.
Client Support
We offer round-the-clock support to address your queries and ensure a seamless investment experience with us.
Expert Team
Meet our team of financial analysts and advisors dedicated to providing you with top-notch investment guidance.
Risk Management
Our advanced risk assessment tools and strategies help safeguard your investments in ever-changing market conditions.