Your 2026 Investing Success
Hinges on ONE Factor Dear Reader,
Please pardon the break from our regularly scheduled programming.
I have important information to share …
It specifically relates to the Move Your Money by Friday at 9:30am event, Chief Investment Strategist Adam O’Dell is holding LIVE today at 1pm EDT.
This special broadcast will be available free of charge for all What My System Says Today subscribers. All you have to do is keep an eye on your inbox, then tune in for the live show.
But first, a little context.
See, every year, major market indexes like the S&P 500 and others add and remove companies to reconstitute their composition.
Just before the Christmas holiday, the Nasdaq 100 — an index comprising the 100 largest non-financial companies listed on the Nasdaq — underwent its annual reconstitution, resulting in the addition of six new stocks.
The six that were added include: - Alnylam Pharmaceuticals (ALNY).
- Ferrovial (FER).
- Insmed (INSM).
- Monolithic Power Systems (MPWR).
- Seagate Technology (STX).
- Western Digital (WDC).
The six that left the index include: - Biogen (BIIB).
- CDW Corp. (CDW).
- GlobalFoundries (GFS).
- Lululemon Athletica (LULU).
- ON Semiconductor (ON).
- The Trade Desk (TTD).
We can look to their performance in 2025 as an indication of why these six stocks were added and why the other six were taken away…  Seagate and Western Digital rose by more than 200% in 2025, while only Ferrovial had the lowest gain… 39%. The median gain of all six is 127.2%
Compare that with the six stocks removed from the index…  Five of the six stocks were down in 2025 — only Biogen (BIIB) posted a gain for the last 12 months.
The reconstitution means funds following the Nasdaq 100 will buy shares of the companies added and sell off those that were removed.
This benefits the six stocks added… much like it did last year when Palantir Technologies (PLTR) was added to the Nasdaq 100.
In the 12 months following the addition of PLTR, the stock rose 141%. The opposite is true of stocks removed from the index.
Last year. Illumina (ILMN), Super Micro Computers (SMCI) and Moderna (MRNA) all experienced declines ranging from 6.3% to 29.6%.
However, it is essential to understand how an index like the Nasdaq 100 is constituted each year. What’s the process and the criteria? | The Venezuelan blockade gave America total control over the world’s largest oil reserves.
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Click here to prepare for the Arctic Boom >> | Not Easy To Make The List First, it’s essential to note that these indexes do not arbitrarily add or remove companies from their list.
There are specific guidelines for each index to determine which companies “pass” or “fail” the initial screening.
For example, here are the inclusion criteria for the Nasdaq 100: - Listing — The stock must be exclusively listed on the Nasdaq stock market.
- Non-Financial — The Nasdaq 100 excludes companies classified as financial institutions or Real Estate Investment Trusts (REITs).
- Liquidity — The stock must have an average daily traded volume of at least $5 million or 200,000 shares over a specified period.
- Market history — The stock must have been publicly traded on a major exchange for a minimum of three months.
- Reporting — The company must be current with its financial filings and comply with specific corporate governance standards.
- Market Capitalization — The index selects the 100 largest based on market cap, after applying other criteria.
That last point is essential to distinguish.
If the Nasdaq has 150 companies or even 1,500 companies that meet the criteria listed above, those companies are then ranked by market capitalization. Only the top 100 are added to the index.
This ensures the index is constantly adding companies that have exhibited strong price momentum and kicking out companies that have shown negative momentum, and thus, declining market capitalization.
Here’s why it’s essential… Nasdaq Works On A System… Much Like… If you’ve been with the Money & Markets family for any length of time, you know we lean heavily into systematized trading.
This means developing a specific trading system and sticking with it… no matter what the rest of the market is doing.
In short, this is important because it removes emotion from trading.
Index reconstitution works the same way. Stocks meet specific criteria and are then ranked by a particular factor, so that only the “best of the best” are included.
In 2023, Adam unveiled a trading system that operates similarly to index reconstitution. He makes the system available to all subscribers of his Infinite Momentum Alert service.
Here’s how it works: - Adam developed a specific “pass/fail” filter to weed out poorly performing stocks.
- Those stocks that pass the filter are then ranked on a specific ranking system, which is designed to identify Quality companies, trading at attractive Valuations, while also exhibiting strong price Momentum.
- Only the top 10 stocks based on rank (and that pass the initial filter) are added to the model portfolio.
This strategy has yielded gains ranging from 65% to 126%, in less than a year … a one-month gain of 69%(!) … and, overall, a portfolio that beat the market by 3-to-1 in 2025.
At 1 p.m. today, Adam will host a live event to provide even greater detail about how this system works and how it has generated numerous winning recommendations in a short period.
At the end of the event, Adam will also give away (completely free) the name of the “new” Nasdaq 100 stock he believes will outperform all the others.
This is your only chance to gain access to Adam’s “Beat the Market in 2025” Action Plan.
However, this is a limited event, and you want to get your name on the list to ensure your attendance.
Make sure to get your access before it’s too late.
That’s all from me today.
Until next time…
Safe trading, 
Matt Clark, CMSA®
Chief Research Analyst, What My System Says Today
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