Summary

In this video we cover the Momentum versions of three Truvius investment models: the Equal Sector Momentum model, the All-Cap Momentum model, and the Completion Momentum model. We show how to view these products in the Truvius app and also discuss recent performance for these products vs. Bitcoin.

Chapters

• 00:04 Overview

• 00:21 Truvius Equal Sector Momentum

• 01:10 Truvius All Cap Momentum

• 01:46 Truvius Completion Momentum

• 02:20 Performance vs. Bitcoin

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Import Data and Disclosures

Data is for the period 10/1/2025 - 10/6/2025. This communication and the information contained herein is intended solely for informational purposes. Neither Truvius nor any principal or agent guarantees or makes any representations as to the performance of any investment product, other investment vehicle or account managed by Truvius, the repayment of capital, income payments or any particular rate of capital or income return. All performance and risk targets contained herein are subject to revisions by Truvius and are provided solely as a guide to current expectations. There can be no assurance that Truvius’ strategy, or any of the investments shown herein will achieve any targets or projections, or that there will be any return on capital. Historic performance is not necessarily indicative of future performance, which could vary substantially. 

The information presented herein, including, but not limited to, Truvius’ investment experience/views, returns or performance, investment strategies, risk management, market opportunity, representative strategies, portfolio construction, capitalizations, expectations, targets, parameters, guidelines, and positions may involve Truvius’ views, estimates, assumptions, facts and information from other sources that are believed to be accurate and reliable and are as of the date this information is presented, any of which may change without notice. Truvius has no obligation (express or implied) to update any or all of the information contained herein or to advise you of any changes; nor does Truvius make any express or implied warranties or representations as to the completeness or accuracy of the data herein, particularly those sourced from the external parties named herein, or accept responsibility for errors. The information presented is for illustrative purposes only and does not constitute an exhaustive explanation of the investment process, investment strategies or risk management. No person (other than Truvius and its principals and employees) has been authorized to make any statement concerning Truvius and any such statements, if made, may not be relied upon. This communication has been prepared from original sources and data believed to be reliable. However, no representations are made as to the accuracy or completeness thereof. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstance existing or changes occurring after the date hereof. Certain information contained in the presentation may constitute forward looking statements, which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negative thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of any investment product, other investment vehicle or account managed by Truvius may differ materially from those reflected or contemplated in such forward-looking statements. This document is being provided for informational purposes only, and is being communicated for the purpose of ascertaining levels of interest in the investment products offered by Truvius. These materials are not intended, and shall not be construed, as an offer to sell, or the solicitation of an offer to purchase, any security (including the investment products or any other vehicle or account managed by Truvius), the offer and/or sale of which can only be made by definitive offering documentation which will be provided to prospective investors in connection with any offering and which will contain material information that is not set forth herein, including risk factors relating to any such investment. All information, including projections and estimates, is subject to change without notice. Past performance is not necessarily indicative of future results. Please read our Form ADV Part 2A and Form CRS for more information.

Please read other important disclosure about performance, our data, investment risks, and other relevant topics here.