Why TA Capital Research Outperforms — Nearly 3× the S&P 500 YTD

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TA Capital Research
September 25, 2025

Table of Contents

Why TA Capital Research

At TA Capital Research, we don’t just deliver market commentary — we deliver results you can follow in real time.

Here’s why investors turn to us:

📈 Model Portfolios That Outperform
Our flagship portfolio, TA Alpha, is up nearly 3× the S&P 500 year-to-date — delivering sustained, measurable alpha through disciplined technical analysis and tactical allocation. You can view our model portfolios HERE.

🧠 Robust Research Suite
Our daily, weekly, and monthly reports give you the full market picture — from sector and global rotation insights, to macro and style/factor leadership trends — keeping you ahead of market moves before they happen. You can view our suite of research reports HERE.

⚡ TA Breakout Alerts
Our proprietary alerts are beating the S&P 500 by 12% per month — giving clients the ability to act in real time. You can view our TA Breakout Alerts performance HERE.

🔍 Bespoke Research
We tailor deep-dive analysis to your specific portfolio needs — whether it’s risk management, sector exposure, or macro positioning.

Why it matters:
We believe investing isn’t about chasing the market. It’s about being positioned ahead of it — with clarity, conviction, and confidence. That’s what TA Capital Research delivers.

TA Model Portfolio Performance Year-to-date

TA Alpha

A flexible, dynamic portfolio designed to capture short- to mid-term trends across a broad range of asset classes.

Objective:
Capital appreciation through adaptable allocations.

Strategy:

  • Target equities, ETFs, and other securities with strong growth potential.

  • Actively adjust positions based on market conditions, sector performance, and economic trends.

  • Maintain broad and flexible allocation across sectors and asset classes to maximize opportunity and manage risk.

TA Global

Provides global diversification by rotating into the strongest-performing international markets (ex-US).

Objective:
Maximize returns through targeted exposure to countries and regions with the highest relative strength versus global benchmarks.

Strategy:

  • Allocate across developed and emerging market ETFs.

  • Adjust positioning based on global market cycles and macro trends.

  • Concentrate in high-momentum regions while reducing exposure to lagging markets.

TA Sector

Captures market leadership by dynamically rotating among the strongest-performing sectors.

Objective:
Maximize returns by allocating to sectors demonstrating the highest relative strength.

Strategy:

  • Rotate dynamically among the 11 SPDR sectors.

  • Adjust allocations based on market cycles, economic trends, and performance.

  • Concentrate in high-momentum sectors while minimizing exposure to weaker sectors.

TA Breakout Alerts in 2025

Real-time alerts identifying high-probability market moves, giving clients a critical edge.

Key Takeaways:

  • Outperforming the S&P 500 by an average of ~12% per month.

  • Net profit of 3,465.52% year-to-date.

  • 73.95% of alerts have delivered a 5%+ move higher.

  • 51.34% of alerts have delivered a 10%+ move higher.

Free Trial

Don’t just follow the market — stay ahead of it. Explore TA Capital Research with a free trial HERE.

👉 Whether you seek high-growth opportunities or steady global exposure, our portfolios provide professional-grade strategies without AUM fees.

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