Stock Trends Select Bullish Crossover Portfolio

The current longer-term holdings of any Stock Trends Portfolio are, by definition, survivors. They represent stocks and ETFs that have adhered to the strategy parameters and have not yet triggered the exit rules. But what does a survey of the holdings of the NYSE Select Bullish Crossover Portfolio tell us? What emerges is a strategically diversified basket of bullish narratives, mapped to today’s macro regime:

• Hard Asset Resilience — precious metals as hedges in an inflation-tinged, geopolitically uncertain world.
• Yield & Income Stability — REITs and global dividend ETFs as rates ease and defensiveness returns.
• Global Value Rotation — factor/value exposures favored as investors seek earnings stability.
• China Recovery Trade — selective re-risking into China internet after prolonged turbulence.
• Cyclical & Secular Growth — industrials and AI/data-center infrastructure as twin engines.

Consistent with the Stock Trends Handbook and the ST-IM framework, this portfolio expresses the Stock Trends principle: probabilities, not speculation.

Selection Logic

Portfolio strategy details: NYSE — ST-IM Select Bullish Crossover.

• Minimum price: $2; Minimum weekly volume: 100,000 shares.
• Bullish Crossover Stock Trends indicator: 
• ST-IM Select: lower bound of mean return confidence interval > base random mean at 4w, 13w, 40w.
• Names are then ranked by probability of exceeding the 13-week base random return (threshold ≥ 55%).

Current Holdings

Symbol	Name	Trend	Trend Age (wks)	Major Trend Count (wks)	RSI	Notes
AG	First Majestic Silver Corp.		18	23	141	Precious metals hedge, strong momentum
CMTG	Claros Mortgage Trust Inc.		2	3	109	Early bullish crossover in REITs
DTH	WisdomTree International High Dividend ETF		27	28	99	Global yield play, stable trend
DWX	SPDR S&P International Dividend ETF		24	25	95	Dividend exposure, lagging RSI
FIVA	Fidelity International Value Factor ETF		25	28	99	Value tilt, aligned with global rotation
IDOG	ALPS International Sector Dividend Dogs		25	28	98	Contrarian yield ETF
KWEB	KraneShares CSI China Internet ETF		22	53	111	China rebound theme
NGVT	Ingevity Corporation		8	10	118	Specialty chemicals, cyclical rebound
VGK	Vanguard FTSE Europe ETF		25	28	95	Europe recovery trade
VRT	Vertiv Holdings LLC Class A		3	11	101	AI/data center infrastructure
WPC	W. P. Carey Inc. REIT		24	28	101	REIT with diversified income

Theme-Based Commentary & Rationale

Hard Asset Resilience — First Majestic Silver Corp. (AG)

Signal: 18 weeks into a Bullish trend category () with RSI 141 and positive relative momentum. Within the portfolio’s design, AG functions as a macro hedge and a momentum leader, consistent with the Handbook’s guidance on aligning trend confirmation with macro hedging.

Yield & Income Stability — Claros Mortgage Trust (CMTG) & W. P. Carey (WPC)

CMTG is an early-phase Bullish trend (2 wks) with RSI 109; WPC is in a mature Bullish trend (24 wks) with RSI 101 and positive relative momentum. As expectations for rate relief grow, REITs’ risk-reward improves. The pairing provides both early momentum (CMTG) and seasoned trend stability (WPC).

Global Dividend Defensives — DTH (DTH), DWX (DWX), IDOG (IDOG), VGK (VGK)

All four are in mature Bullish trends (24–27 wks), offering income-tilted ballast and geographic diversification. DTH (RSI 99) and VGK (RSI 95, +) center the Europe/international yield theme, while IDOG (RSI 98, +) adds contrarian selection across sectors. DWX (RSI 95, –) lags on relative strength but remains trend-confirmed.

Global Value Rotation — FIVA (FIVA)

FIVA sits 25 weeks into its Bullish trend category with RSI 99 and positive relative momentum. As a systematic factor sleeve, it complements the ST-IM inference by emphasizing value and quality when earnings dispersion widens.

China Recovery Trade — KWEB (KWEB)

22 weeks into its strong Bullish trend with RSI 111 (– vs S&P). Despite relative chop, the trend confirmation and ST-IM Select status justify a measured allocation to the China internet rebound narrative.

Cyclical & Secular Growth — Ingevity (NGVT) & Vertiv Holdings (VRT)

NGVT is 8 weeks into its Bullish trend with RSI 118 (– vs S&P), a cyclical chemicals recovery story. VRT, 3 weeks into a Bullish trend (RSI 101, –), captures the secular AI/data-center build-out. Together they balance early momentum with structural growth exposure.

Conclusion

The Select Bullish Crossover Portfolio channels the weight of evidence: ST-IM probabilities, confirmed trend transitions, and macro-aligned themes. Mature dividend and international sleeves provide defensive ballast, while newer crossovers supply asymmetric upside. In line with the Stock Trends framework, we let quantified probabilities guide allocation and let trends validate it in real time.