Growth + Efficiency + Reasonable Price Systematic Portfolios - July 2025 Update
Top-ranked stocks combining growth, quality, and fair valuation
Introducing Bastion Strategy Portfolios
I'm launching Bastion's strategy-driven portfolios, built using a structured rules-based process via our Strategy Builder tool.
For a long time, I analyzed stocks manually. But then I asked myself: why not turn my investment values, strategies, and philosophy into a repeatable system?
So I created my own Excel-based terminal to systematically score and screen stocks. I design the strategy, the system assigns scores, and the output is a list of companies that match exactly what I care about.
This Month’s Launch: GEAR+ Strategy
In this first strategy update, I'm sharing the GEAR+ portfolios, based on my Growth + Efficiency at Reasonable Price framework.
What is GEAR+?
It’s a strategy that selects stocks that combine:
Revenue growth above the market average
High business quality and operational efficiency
Reasonable valuation
Each stock is rated on a 1–10 scale across 7 key metrics:
3-year historical revenue CAGR
3-year forward revenue CAGR (consensus)
EBIT margin
Earnings Stability Index
Forward P/E
Forward P/E (Fiscal Year +3)
1-year price momentum (to capture sentiment; minor weight)
The final score is calculated based on predefined weights assigned to each metric, reflecting their relative importance in the strategy.
For the final portfolio selection, I apply additional filters tailored to the specific objectives and risk parameters of each strategy.
Two GEAR+ Portfolios
As of now, I maintain two systematic GEAR+ portfolios, each rebalanced monthly during the second week of the month:
🇺🇸GEAR+ US Top 100 – a selection of the 15 highest-ranked stocks from the top 100 US companies by market capitalization
🇺🇸GEAR+ US Outside Top 100 – a selection of 20 top-ranked stocks from US companies ranked 101 to 800 by market capitalization.
In future updates, I plan to expand the GEAR+ portfolio offering to include additional regions such as Europe, Developed Markets, and Emerging Markets.
Below, you'll find the latest portfolio compositions, strategic criteria, and performance results over the past year.