Beating the Market by 3x: How Purpose-Driven Investing Outperformed in Just Four Months
From June to September, SPY gained +13%, the Nasdaq 100 rose +16% and Investing With Purpose (IWP) delivered +37%. Here’s how disciplined, transparent trade setups made it happen.
When we launched IWP, our goal was simple: bring together fundamental conviction, industry context, and technical precision and turn it into a transparent, rules-based approach to trading quality stocks.
Four months later, the numbers speak for themselves.
Performance Snapshot (June 2025–September 2025)
That’s nearly 3x the return of S&P 500’s ETF the SPY, and more than 2x the Nasdaq 100’s ETF the QQQ, all built on a structured, transparent process.
Our Edge: Clean Trade Structure
Each trade shared on IWP comes with:
Defined entry zones: backed by multi-timeframe technical confluence
Clear exit targets: tied to both wave structure and valuation
Stop-loss levels: to control downside and protect capital
No ambiguity, no hindsight. Every setup is planned, published, and tracked in real time.
That’s how we capture asymmetric risk/reward and it’s how we’ve built consistency since launch.
The Framework Behind the Returns
Our three pillars remain the same:
Fundamentals: deep dives into earnings, margins, and valuation trends.
Industry: understanding the macro and micro tailwinds shaping each sector.
Technical analysis: multi-timeframe Elliott Wave, EMA, RSI, MACD, and Fib analysis to time entries and exits.
This integrated approach helped us ride strength in $TSLA, $AMD, $NVDA, $ONON, $ETHA, $IBIT and sidestep risk where fundamentals didn’t align.
Why It Matters
Markets move fast. But structure wins.
By defining entries, exits, and stop-loss levels upfront, we turn analysis into actionable opportunity, not noise.
That’s what separates trading with purpose from trading by opinion.
What’s Next
October kicks off earnings season, volatility, and new setups across growth, tech, and defensive sectors.
Expect:
New trade setups with defined entry/exit/stop zones
Fresh macro + sector breakdowns
Deep dives on momentum, valuation, and structure
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This content is for informational purposes only and is not financial advice.