Overview
This live portfolio operates on an ETF package provided by I Know First, which serves solely as the source of candidate symbols.
The objective is to generate alpha relative to the broader market through systematic ETF selection and disciplined trade management. Every entry, exit and position-management decision is made independently by Engel Research.
The underlying ETF symbols are intentionally omitted in order to respect the proprietary information sold by I Know First. Engel Research has no business, commercial or technological affiliation with I Know First.
How the Strategy Works
A candidate list drawn from an ETF package.
Each symbol is evaluated based on its relative strength versus the market and its ranking compared with the other symbols.
A position is opened only after all required conditions are met.
Each position is managed according to the symbol’s relative strength versus the benchmark and its ranking compared with the other symbols.
The position is closed when the system generates an exit signal.
Portfolio Performance
Active months: March, April, May, June and July 2026 | Data through July 24, 2026
Comparison with SPY
| Metric | Portfolio | SPY | Difference |
|---|---|---|---|
| Current Return | 17.43% | 7.66% | +9.78 pts |
| Peak Return | 18.96% | 10.66% | +8.30 pts |
| Maximum Drawdown | -4.58% | -7.93% | +3.35 pts |
Performance Chart
The return curves are normalized to the same live period. Data through July 24, 2026.
Live Activity
Important Note
This report covers a relatively short live operating period. It is provided for informational purposes only and does not constitute investment advice, a recommendation, or a guarantee of future results.