Looking for the best growth stocks in 2026? The Consumer Momentum portfolio is designed as a sector ETF alternative, targeting explosive returns by focusing on high-potential companies in the consumer cyclical and healthcare sectors. With a strategy rooted in momentum scoring, this portfolio of just 6 holdings aims to capitalize on undervalued stocks and market trends projected for Q1 2026. Boasting a Tradestie Score of 57.5/100, it prioritizes growth over diversification (scoring 43.1/100), with an aggressive 85% allocation to consumer cyclical stocks and 15% to healthcare stocks.
The stock selection is laser-focused on companies with strong upside potential for the 2026 market outlook. Leading the pack is Burlington Stores Inc. (BURL) at 23.1%, a retail giant poised for expansion in the consumer cyclical space. Innoviz Technologies (INVZ), holding 17.9%, offers cutting-edge solutions in autonomous driving, a booming trend. The Cheesecake Factory (CAKE) and Bath & Body Works Inc. (BBWI), both at 15.4%, tap into consumer spending resilience, while Sweetgreen Inc. (SG) at 12.8% rides the health-conscious dining wave. In healthcare, Alkermes Plc (ALKS) at 15.4% brings innovation to biotech, making it one of the top healthcare stocks to watch. These picks are selected for their current valuation and growth catalysts. However, investors should note the high sector concentration risk and market volatility tied to consumer spending and economic cycles.
This portfolio suits aggressive growth investors seeking high returns over passive income. Ideal for those searching for 'best consumer cyclical stocks 2026' or 'undervalued growth stocks,' it’s not for the faint-hearted due to its focused exposure. If you’re a risk-tolerant investor eyeing sector-specific gains, Consumer Momentum could be your ticket to outsized returns in the evolving 2026 landscape.