Premium Flagship Update
The Small-Cap Momentum Portfolio enters the back half of 2026 with its thesis firmly intact. The credit environment remains cooperative, the infrastructure spending cycle is still producing earnings surprises in our industrial names, and the spinoff-and-rebranding trade continues to reward patience in two of our stocks.
Most importantly, the system delivered exactly what it is designed to deliver this month: an M&A exit at a 77% gain and a timely reinvestment into a name with accelerating fundamental and price momentum.
We are making one portfolio change this month, and it is a clean one. NCS Multistage is gone — acquired by Weatherford International at a full premium. A new stock comes in to replace it. The full trade summary and write-up of the new stock follow the performance table below.
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