Same $500 every month · new money only
Two templates.
Four honesty lines.
SteadyGrow Momentum places each contribution among names still in an uptrend. Equal-weight is the product benchmark — 1/N of the same field. S&P 500 and 60/40 are honesty lines, not the sale.
Those equities plus bonds and gold
Relaxed
1993-01-31 → 2026-08-31 · $500/month
SteadyGrow Momentum$1,502,799
Equal-weight of the field$1,487,831
S&P 500$1,807,476
60/40$1,551,619
vs equal-weight +1.0% · vs S&P 500 -16.9%
Relaxed1993-01-31 → 2026-08-31 · $500/mo · vs Equal-weight of the field
+$14,967 vs Equal-weight of the field (+1.0%)Ended +1.0%
Equal-weight of the fieldSteadyGrow Momentum
Growth includes bitcoin and ethereum spot history from 2015/2017 — not the ETFs you would buy. Relaxed is equities, bonds, and gold. The S&P often finishes richer. That is why it is an honesty line, not the product claim. Read the research paper.