The Values Behind the Lunar Landing Portfolio
Finding the Market’s True Leaders Through Persistence, Performance, and Resilience
The S&P 500 is often misunderstood as a passive, simple benchmark. But behind its consistent outperformance lies a powerful structural truth: it rewards profitability, size, and persistence. It’s not designed to beat the market by picking winners—it does so by holding on to them.
The Lunar Landing Portfolio takes this foundational strategy and pushes it one step further.
1. Extending a Proven Strategy
While the S&P 500 captures the largest profitable companies, it doesn’t distinguish between the best and the merely big. The Lunar Landing Portfolio refines this by identifying stocks that have demonstrated top-quartile returns in five separate, independent 12-month rolling periods, with those periods resetting weekly.
This is a dynamic momentum filter designed to catch stocks with persistent outperformance, not just one-off spikes. It favors repeat winners—those that show enduring strength across different market conditions.
2. Resilience Matters as Much as Returns
Return alone isn't enough. The Lunar Landing Portfolio also screens for resilience by selecting stocks in the top quartile for maximum drawdown—that is, those that have avoided deep losses relative to peers. By combining persistent outperformance with drawdown control, the portfolio seeks equities that not only rise but stay elevated.
This approach respects the brutal reality of compounding: avoiding big losses is just as important as capturing gains.
3. A Modern Expression of Market Efficiency
This dual-screening methodology builds on what the S&P 500 already does: favoring scale and profitability. But while the index holds broadly, Lunar Landing drills down to concentrate only on the statistically proven standouts—those that combine momentum and stability.
In effect, it captures the same long-term forces that drive index investing success, while selectively enhancing the signal.
4. Process Over Prediction
Much like passive strategies, the Lunar Landing Portfolio avoids the trap of narrative-driven investing. It doesn’t chase sectors, themes, or headlines. It adheres to a rules-based, data-driven approach, designed to adapt weekly without ever needing a forecast.
It’s not about guessing the next breakout—it's about identifying the most consistently strong companies and sticking with them.
In Summary
The Lunar Landing Portfolio is guided by:
Persistence over prediction: Targeting repeated top-quartile returners, not one-hit wonders
Resilience under pressure: Screening for stocks with historically low maximum drawdowns
Systematic selectivity: Building on the logic of market-cap indices, but adding a data layer
Evidence, not emotion: Letting the numbers—not narratives—drive allocation
It’s a portfolio engineered to seek out the market’s true leaders and ride them higher, with the patience and precision that defines successful investing.