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.
Backtested Evidence — Hypothetical
The live track record above is young, so we also publish how model screens performed in historical tests. The value tests use reconstructed point-in-time membership. The momentum test has different, more limiting assumptions described below.
Undervalued (long-term value) screen. Tested on 17 quarterly cohorts from 2021-2025, then validated out-of-sample on 2016-2020 data the weights never saw: the current scoring averaged +9.6% excess return vs the S&P 500 per cohort out-of-sample, beating the index in 90% of cohorts (the prior weights averaged +7.0% and 70%).
Momentum (7-day) screen. A compounded weekly top-5 technical proxy over 2022-2026 returned a 27.6% CAGR vs 17.8% for the S&P 500, with a maximum drawdown similar to the index. It uses current index constituents, so it is survivorship-biased; it is technical-only, close-to-close, cost-free, single-regime, and not a reproduction of the live selection process. Treat it as the weakest evidence set.
Generational (quality) screen. Backtested performance was roughly in line with the S&P 500. We publish it anyway: it is built as a durable-quality basket, not a proven outperformance strategy, and we prefer to say that plainly.
HYPOTHETICAL PERFORMANCE DISCLOSURE: Backtested results are hypothetical, do not represent actual trading, and were produced with the benefit of hindsight in model design. They exclude trading costs, taxes, and slippage, may be affected by survivorship gaps in historical data, and materially overstate what a live investor could have achieved. Hypothetical and past performance do not guarantee future results. Educational research only — not financial advice.
Get the public daily five, model scores, risk labels, and the weekly recap in one email.