← all research
VALIDATED

"Long-Only Momentum — Liquid (Tradeable) Subset"

2026-08-26

Universe = top-100 names by listing persistence (liquid proxy). Long-only top-decile trailing-126d momentum, hold 21d, lag=1. IS/OOS 2016-01-01.

Verdict

PASS — edge survives on liquid names; adoptable.

If PASS, this is the production-ready spec: equal-weight top-decile 6-month winners, monthly rebalance, long-only, no shorting. Costs still need explicit modeling but the signal is robust on tradeable names.