Tracked Results
This customer-facing record begins August 3, 2026 and retains every eligible published selection from that date forward, including gains and losses. Older research records remain preserved privately for model analysis; results within the displayed period are not removed merely because they are unfavorable.
Track Record By Strategy
Top 5 Stocks Momentum vs S&P 500
Stock Rankings
Every video features 5 stocks. A stock that doesn't clear our trade-quality bar that day (for example, weak risk/reward) may still appear here for tracking and commentary, but is marked as excluded from the actively-traded paper portfolio.
Historical test results — hypothetical
Our live track record is still new and updates as more picks finish tracking, so we also show what each screen looked like in historical testing. These are model tests, not customer returns. The value test rebuilt which companies were in the S&P 500 at each point in time. The momentum test uses more limited assumptions, explained below.
Undervalued (long-term value). We tested 17 quarterly groups from 2021–2025, then tested the unchanged scoring on 2016–2020 data. In that out-of-sample test, it averaged 9.6 percentage points above the S&P 500 and beat the index in 90% of groups. The earlier scoring averaged 7.0 points and beat it in 70% of groups.
Momentum (7-day). A simplified weekly test of the top five technical picks returned a 27.6% annualized return versus 17.8% for the S&P 500 from 2022–2026, with a similar maximum drawdown. Because it uses today’s index members, companies that later left the index are missing from the test. It also leaves out trading costs, covers one market period, and does not recreate our live selection process. Treat this as the least reliable comparison here.
Generational (quality). Its historical result was about in line with the S&P 500. We show it for transparency. This screen is designed to find durable, high-quality businesses—not because we have proven that it consistently beats the index.
Important note about backtests: These results are hypothetical. They are not actual trades or customer returns. The model was designed with the benefit of hindsight, and the tests leave out trading costs, taxes, and slippage. Historical data can also miss companies that later disappeared, changed names, or left an index, which can make results look better than a real investor could have done. Past or hypothetical performance does not guarantee future results. This is educational research, not financial advice.
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